This is an audio-only version of a recent BMT Perspective webcast on year-end tax planning. It was recorded live in September 2020. Learn from the experts on income tax and estate planning opportunities to consider in 2020, effective planning strategies for low-interest environments, and Trump vs. Biden tax proposals and how those may impact planning and much more.

BMT - Banking, Wealth & Insurance

OCTOBER 7, 2020 - END OF YEAR TAX PLANNING

The BMT podcast provides commentary on the financial markets, financial planning, and other timely topics. The podcast features professionals from BMT Banking, Wealth Management, and Insurance.The Bryn Mawr Trust Company (BMT), headquartered in Bryn Mawr, Pa., is a locally managed premier financial services company providing retail and commercial banking; trust administration and wealth management; and insurance and risk management solutions. BMT operates banking, wealth management, insurance, and risk management offices in Montgomery, Chester, Delaware, Philadelphia, and Dauphin Counties in Pennsylvania; New Castle County in Delaware; and Mercer and Camden Counties in New Jersey. For more information, visit bmt.com.The views expressed herein are those of Bryn Mawr Trust as of the date recorded and are subject to change without notice. Guest opinions are their own and may differ from those of Bryn Mawr Trust and its affiliates and subsidiaries. This podcast is for informational purposes only and should not be construed as a recommendation for any product or service.

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BMT - Banking, Wealth & Insurance