Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise you and cost you.

The Tax Adviser—the magazine of planning, trends, and techniques—reports and explains federal tax issues to tax practitioners.

Tax laws, investment regulations ... investing, and retirement planning. However, its efficacy is not without limitations. The process can be time-consuming, demanding meticulous research that ...

Additionally, R&D credit limitations restrict corporate taxpayers with liabilities exceeding $25,000 from offsetting more than 75% of their tax liability ... financial planning and wealth ...

For 2022, the 401(k) contribution limit is $20,500 ... A 529 plan can be a great estate planning tool. Contributions to 529 plans can grow tax-free if used for qualified education expenses.

Of course, effective tax planning must start with your first year ... You still can take that 15% tax bracket to the limit, and you should consider doing so — perhaps by using a Roth conversion ...