Articles

Group of people collaborating on laptops and discussing technology implementation strategies.

How to Implement New Technology in Your Firm, Step by Step

Learn to assess tax firm needs, choose the right tech solutions, and implement them with a people-first approach.

Tax Advisor Weekly — December 12, 2025

From Trump’s proposal to replace income taxes with tariff revenue to new farmer aid, global minimum tax tensions, and IRS guidance for the 2026 filing season—here’s what tax advisors need to know this week.

What Your Clients Aren’t Telling You About Cybersecurity

Explore the cybersecurity concerns of high-earning clients regarding their tax advisors. Learn how platforms like Harness can help build lasting client trust amidst evolving threats.

Image of the Washington Monument with a US flag in front.

Tax Advisor Weekly — December 5, 2025

With ACA subsidy negotiations faltering, Trump weighing a USMCA exit, billions pledged to “Trump Accounts,” and the IRS overhauling math-error notices, this week brings major developments for tax and wealth advisors.

Person meeting with a tax advisor and reviewing financial documents.

How Do I Find a Tax Professional To Do My Personal Taxes?

Not sure how to find a tax professional you can trust? Here’s how to choose the right expert for your personal taxes.

Image of 1040 next to a calculator to symbolize tax filing.

Tax Advisor Weekly — November 28, 2025

From stalled ACA negotiations to a Supreme Court test of Trump’s tariff powers, IRS inflation adjustments, and a crypto reporting crackdown—here’s everything tax and wealth advisors need to know this week.

A woman working at her desk reviewing financial documents, representing the SECURE 2.0 retirement account changes taking effect in 2025.

SECURE 2.0 Retirement Account Changes 2025: 401k & IRA Updates Explained

SECURE 2.0 is transforming retirement planning in 2025. Learn about improved catch-up contributions, automatic enrollment, Roth account updates, and much more.

A woman holding a pen and paper, illustrating the process of calculating underpayment of estimated taxes.

How to Calculate Underpayment of Estimated Taxes

Explore estimated tax payments, who needs to pay them, and how to avoid underpayment penalties.

Exterior of the IRS building, symbolizing the dismantling of Direct File and shifting priorities in federal tax administration.

Tax Advisor Weekly — November 21, 2025

From Trump’s rollback of food tariffs to the death of the IRS Direct File and a looming ACA cliff, this week’s news puts tax and wealth advisors on high alert.

Image of a person filling in their tax forms.

S Corp Reasonable Salary—How to Set a Fair and IRS-Compliant Pay

Electing S Corp status can be a smart tax move for small business owners, freelancers, and single-member LLCs. It allows you to take part of your income as...