Charity/Philanthropy, Tax Planning, Trust & Estate Planning

Year-End Tax Strategies

Brian Taylor, CTFA®

Bryn Mawr Trust

< 1 min read

December 13, 2024

Year-End Tax Strategies

As the year draws to a close, it’s the perfect time to review effective tax strategies. Watch our insightful webinar where we’ll uncover powerful tax-saving methods that can help you maximize your savings before the end of the year. Whether you are an individual or a business owner, you’ll learn actionable tips to reduce your tax burden, boost your financial security, and set yourself up for a stronger financial future.

Key Topics:

Tax Advantaged Accounts
Charitable Contributions
Tax Loss Harvesting
Estate & Gift Tax Planning
Required Minimum Distributions & Roth IRA Conversions

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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Disclosures

© 2024 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.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.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 Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’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.

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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