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

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors, LLC.

< 1 min read

February 29, 2024

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.

It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.

Key Topics,

Strategies to Minimize Your Tax Liability
Tax Laws and regulations, including new ones
Short-term income and retirement tax planning
Generational estate tax planning

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors, LLC.

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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