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.
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.

Recent Articles

  • Resilient data vs week fundamentals
    ,

    Two the Point — Resilient Data vs Weak Fundamentals

    In our weekly video series we highlight important observations regarding the economy and the financial market.

  • What is a living trust?

    What is a Living Trust, and Why Do You Need One?

    People often ask whether they need a living trust for their estate plan. The answer depends upon your goals for…

  • A family walks along the beach.

    WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk

    In this webinar, we discuss when and how to open up about money with your family.