Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April?

In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and how proactive planning can ease that burden. They explore common causes of under-withholding, challenges for high earners, small business owners, and retirees, and how simple adjustments can reduce surprises.

The conversation also covers bonus income, equity compensation, crypto reporting, and when it makes sense to work with a CPA.

Key takeaways:

• Why tax-season stress usually stems from uncertainty rather than the final bill
• How estimated payments and smarter withholding can help households and business owners avoid surprises
• Key tax pitfalls for high earners navigating bonuses, equity compensation, and multiple income streams
• When DIY tax filing makes sense and when bringing in a pro can save time, money, or headaches
• Tax planning strategies to make April more predictable and manageable

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Michael Valenti:

• LinkedIn: Michael Valenti

About Our Guest:

Michael Valenti serves as the Director of Personal Tax Services, where he leads a team of tax professionals specializing in individual tax compliance and planning. Additionally, Mike serves as a financial advisor. He joined the company in 2025.

Specializing in planning for high-net-worth individuals, Mike provides a unique tax perspective to the wealth management and financial planning arena. Mike holds the CPA, CFP®, and CEPA designations and approaches financial planning through a holistic lens.