Year-End Tax Planning: Maximizing Tax Savings with Tax Loss Harvesting

Jeff Christmann
Jeff Christmann
  • Bryn Mawr Trust
November 25, 2024
3 min read
A woman and a man filling out paperwork together.
Jeff Christmann
Jeff Christmann
  • Bryn Mawr Trust

Jeff Christmann serves as the Director of Tax Services where he leads a cross-functional team of tax professionals, including managers, external vendors, and preparers. He joined the company in 2023.

Begin your journey

Have questions?

Speak with an financial expert.

Article Sidebar

Recent Articles

  • Business Built on Hospitality

    Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)

    In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG),…

  • Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact
    , , ,

    Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact

    Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and…

  • Planning in Focus

    Tax-Smart Retirement Planning

    Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart…

Recent Insights

  • Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact
  • Decorative image