Newsworthy Topics, Tax Planning

WEBINAR: Tax Cuts and Jobs Act: Preparing for Every Scenario

Brian Taylor, CTFA

Bryn Mawr Trust

April 26, 2024

< 1 min read

A man and a woman reviewing documents. The woman has long, gray hair and round glasses; the man has short dark hair. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

The Tax Cuts and Jobs Act (TCJA) sunset is planned for December 31, 2025. While it may seem far off, it’s wise for individuals and businesses to prepare now for potential implications. Join our expert team as we review the complexities of the TCJA provision and discuss ways to stay resilient in the face of uncertainty.

Presenters:

Brian J. Taylor, Wealth Director, Bryn Mawr Trust

Maria Quinn, CTFA, Senior Wealth & Trust Advisor, Bryn Mawr Trust

Garrett C. Spangler, J.D., LLM, Senior Wealth Strategist, Bryn Mawr Capital Management

Key Topics:

TCJA overview
The political climate and potential policy implications
Strategies to minimize the impact on estate and income tax provisions

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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