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 Capital Management
< 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




A headshot of associate Garrett Spangler. He is smiling at the camera and waring a navy blue suit.
Garrett Spangler, JD, LLM
  • Bryn Mawr Capital Management

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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