Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial

A headshot of associate Garrett Spangler. He is smiling at the camera and waring a navy blue suit.
Garrett Spangler, JD, LLM
  • Bryn Mawr Trust Advisors
February 29, 2024
< 1 min read
A woman in a striped shirt with her hair pulled back in a bun, and a man wearing a t-shirt, are both looking at a laptop. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
A headshot of associate Garrett Spangler. He is smiling at the camera and waring a navy blue suit.
Garrett Spangler, JD, LLM
  • Bryn Mawr Trust Advisors

Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.

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