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WEBINAR REPLAY: Getting a Jumpstart on Taxes: How to Prepare for a Stress Free Tax Season

Brian Taylor, CTFA

Bryn Mawr Trust

October 23, 2025

< 1 min read

October BMT Webinar

Our experts unpacked a step-by-step guide to getting ahead of the upcoming tax season. We covered critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session provided actionable insights to help you stay ahead of key deadlines and optimize your tax outcomes.

Key Topics:

December 31 Deadline: Last-Chance Tax Moves
April 15 Requirements: Filing and Payment Essentials
Key Deadlines to Avoid Penalties
Specific Considerations for Pre-Retirees, Business Owners & Families

Speakers:

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®, Director of Wealth Planning, Bryn Mawr Trust
Garrett Spangler, JD, LLM, Senior Trust Advisor, Bryn Mawr Trust Advisors
Lisa Borrelli, CPA, Senior Wealth Strategist, Bryn Mawr Trust Advisors

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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