Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
How to Optimize Your Book of Business Post-Tax Season
The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business.
Portability of Estate Tax Exemption: What You Should Tell Your Married Clients Before It’s Too Late
When considering estate planning, portability stands out as a powerful tax-saving tool for married couples. Portability is a provision allows a surviving spouse to inherit their deceased spouse's unused estate tax exemption, effectively doubling the amount they can pass on tax-free to heirs.
Tax Advisor Weekly - June 23, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Ways to Integrate AI into Your Tax Practice
In recent years, artificial intelligence (AI) has made a dramatic entrance in a number of industries, and the accounting sector is no exception. AI’s ability to enhance efficiency, accuracy, and productivity is providing tax firms with a remarkably cost-effective way to improve their operations and drive growth.
Tax Advisor Weekly - June 9, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
U.S. State Tax Changes: Adapting Your Tax Practice to New Regulations [Updated for 2025]
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - May 9, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Practice Succession Planning: A Strategic Guide
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Preparing for the TCJA Sunset: What Tax Advisors Need to Know
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - May 2, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
LLC vs. S Corp vs. LLP: The Best Business Structure for New and Small Tax Firms
The structure of your tax firm is one of the most consequential decisions you will make as a business owner. Beyond mere paperwork, this choice creates the foundation that will support or constrain your firm's growth for years to come. The implications ripple through every aspect of your practice, from how you are protected against potential lawsuits to the way you handle tax season for your own business.
Tax Advisor Weekly - April 25, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - April 18, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - April 11, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - April 4, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - March 28, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - March 21, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - March 14, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
The Hidden Costs of Manual Tax Document Collection—And How to Fix It
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. Although email, paper forms, and manual follow-ups may seem like standard operating procedures, these outdated methods have inefficiencies, security risks, and missed revenue opportunities. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
Tax Advisor Weekly News March 7, 2025
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
Tax Advisor Weekly News February 28, 2025
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
Q&A: How Tax Practices & Wealth Managers Grow Client Relationships
As a tax advisor, you may decide your earning potential is better served by going solo; if that's the case, you need to focus on your client relationships, and one way to do that is through collaborations with wealth managers. We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.
Attract New Clients: Stand Out in the Harness Tax Marketplace
Have questions about the Harness Marketplace? Schedule a call with Harness today.
Get the newsletter
Tax and equity insights, delivered to your inbox.