insights & events

At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.

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

October 22, 2025
12:00 p.m. – 1:00 p.m. EST

Join our experts for a step-by-step guide to get ahead of the upcoming tax season. We’ll cover 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 will provide 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

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© 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.

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