Harness Articles

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.

Harness Named to the Inc. 5000 List of America’s Fastest-Growing Private Companies for Second Straight Year

Inc. magazine announced that Harness has again been named to the Inc. 5000 list, which highlights some of the nation’s fastest growing companies. 2025 marks the second consecutive year Harness has earned a spot.

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.

IRA Recharacterization Deadline 2025 – Rules, October 15 Cut-Off & How-To Guide

An essential guide to IRA recharacterization for the 2025 tax year, including key deadlines, rules, and strategies to optimize your retirement savings.

Angel Investing Guide: How to Start in 2025

Curious about private investments? Learn how to start angel investing in 2025—from strategy to taxes to due diligence.

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.

Two professionals in business attire discuss financial strategies in a modern office setting—symbolizing the importance of early planning and advisory when managing Net Investment Income Tax (NIIT) during major liquidity events.

Liquidity Events and the NIIT Tax Rate: How to Manage the 3.8% Surtax

Smart strategies to minimize the 3.8% surtax.

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