Harness Articles

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.

Forklift loading colorful shipping containers onto a cargo truck in a bustling port, symbolizing global logistics, international trade, and tariff-driven supply chain shifts.

Tax Advisor Weekly — September 5, 2025

This week’s roundup covers a potential Fed rate cut, a court ruling against Trump’s tariffs, new tip-tax exemptions, Chinese shipping shifts, and how advisors can guide clients through turbulent policy shifts.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the August 8, 2025 Tax Advisor Weekly. Topics include global tariff escalations, IRS enforcement priorities, and what’s ahead for retirement planning.

Tax Advisor Weekly — August 29, 2025

This week’s roundup covers Trump’s threats over digital taxes, billionaire tax inequities, Social Security COLA pressures, and rebranding of his signature tax law as global trade tensions escalate.

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