Resources — 2024-2025 Year-End Tax Planning Guide [PDF]

Bryn Mawr Trust Advisors

October 22, 2024

< 1 min read

Two people sitting at a table reading the 2024-2025 Bryn Mawr Trust Tax Guide

Staying current on the evolving tax landscape is crucial for effective financial planning.

Download our Annual Tax Planning Guide and Year-End Planning Checklist to help keep you informed and on track about current tax and legal regulations.

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors

Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.

Begin your journey

Contact us

Have questions?

Speak with an financial expert.

Recent Articles

Newsworthy Topics, Retirement Planning

Redefining Retirement with Christine Benz (Ep. 1)

Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In…
Newsworthy Topics

Welcome to The Planning Perspectives Podcast

Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From…
Newsworthy Topics

WEBINAR REPLAY: Estate Planning Fundamentals: Protect Your Family & Navigate New Tax Changes

Join our experts for a step-by-step guide to estate planning. We’ll cover fundamental documents every adult should have, explore how…

View All resources

Recent Insights

The Importance of Placing Properties in an LLC for Estate Purposes

Estate planning is one of the most thoughtful decisions property owners can make when placing real estate assets in a Limited Liability Company (LLC). Many people think estate…
The Difference Financial Planning Can Make

Financial planning can have many definitions. It can relate to your business, your finances, or your family in general. This exercise provides a road map of where you…

View All Insights

Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

Cookie Preferences

Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

Resources — 2024-2025 Year-End Tax Planning Guide [PDF]

Begin your journey

Have questions?

Recent Articles

Redefining Retirement with Christine Benz (Ep. 1)

Welcome to The Planning Perspectives Podcast

WEBINAR REPLAY: Estate Planning Fundamentals: Protect Your Family & Navigate New Tax Changes

Recent Insights

Disclosures