Harness Articles

Exterior of the Internal Revenue Service building in Washington, D.C., showing its stone façade and entrance pillars.

Tax Advisor Weekly — October 10, 2025

This week’s roundup covers startup tax incentives, advisor optimism post-OBBBA, H-1B visa reform, ongoing IRS shutdown impacts, and the finalized 1099-K rule for gig workers.

A diverse group of professionals seated around a long conference table, engaged in a focused meeting under soft overhead lighting—evoking strategic discussion and collaborative financial planning.

PTE SALT Cap Workarounds in 2025: Who Should Elect, When, and State-by-State Nuances

Explore how pass-through entity tax elections can help business owners in high-tax states manage the SALT cap changes in 2025.

Government building façade with multiple national flags flying in front, evoking the imagery of federal authority, national closure, and institutional powers.

Tax Advisor Weekly — October 3, 2025

This week’s roundup covers a government shutdown, Trump’s tariffs on movies, ACA premium tax credits, new truck and furniture tariffs, and Amazon’s tax-deductible FTC settlement.

Close-up of accountant using laptop and calculator with digital tax icons.

Tax Advisor Weekly — September 26, 2025

This week’s roundup covers the projected 2026 Social Security increase, IRS phasing out paper refund checks, expiring home energy credits, inflation’s test of the Fed, and expanding tip‑tax clarity.

Financial advisor presenting an evergreen private equity fund strategy on a whiteboard during an investment meeting.

Evergreen Private Equity Funds and How They Differ From Traditional PE Structures

Discover how evergreen private equity funds differ from traditional structures, the advantages they offer, and how they can improve the performance of investment portfolios.

A desk covered with tax forms and economic forecasts reflects the rapid policy shifts of August 15, 2025. This week’s roundup includes IRS turnover, domestic R&D hiring boosts, and early winners and losers from the OB3 tax law.

Tax Advisor Weekly — September 19, 2025

This week’s roundup covers Gen X’s wealth-building gap, new IRS rules targeting crypto payroll and cash businesses, a $141K tax-free retirement strategy, and a deepening debt vs. equity tax crackdown.

A professional woman in a modern office setting attentively listens during a discussion—symbolizing the importance of expert tax guidance when navigating inheritance strategies like the Step-Up in Basis.

What is a Step Up in Basis?

Understand the Step-Up in Basis provision and how to use it effectively to preserve a client’s inherited wealth.

Flat lay of tax documents including W‑2 and W‑4 forms, with a calculator and pen—highlighting upcoming tax form complexity under 2026 payroll changes.

Tax Advisor Weekly — September 12, 2025

This week’s roundup covers new W-2 and W-4 changes under the OB3 Act, Supreme Court escalation over Trump’s tariffs, and deep downward jobs revisions raising concerns about economic health.

73% of Clients Say Trust Is the #1 Priority. Here’s How to Build It Before the First Meeting

How tax advisors can build trust early on with potential clients. Explore the strategies that help enhance your integrity even before your first meeting.

Flagship Report: What High-Income Clients Want from Their Tax Advisors in 2025

Find out what high-income clients are looking for in a tax advisor, with insights from a Harness client survey.

← Newer articles

Older articles →