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

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.

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

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

Begin your journey

Have questions?

Recent Articles

Fall 2025 Newsletter

Smarter Wealth: Where Goals Meet Institutional Discipline

WEBINAR REPLAY: Getting a Jumpstart on Taxes: How to Prepare for a Stress Free Tax Season

Recent Insights

Disclosures