Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Your 2025 Tax Extension Guide: When, Why, and How to File for More Time
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]
In the Advisor Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.
What is a BOI Report and How Do You File One?
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
A Guide to the Foreign Earned Income Exclusion (FEIE)
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
Alternative Investments Explained: What They Are & How They're Taxed
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
The Ultimate Guide to Tax-Loss Harvesting
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
How to Maximize Tax Deductions for the 2025 Filing Season
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
A Guide to the Key Tax Changes for 2025
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
5 Questions to Ask When Choosing a Tax Advisor
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Mythbusting TikTok Tax Advice
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Mega Backdoor Roths: A How-to Guide
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
What is an 83(i) Election and How Do You You File One?
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Checklist: 10 High-Income Tax Planning Strategies to Use Before 2025 Ends
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Filing Business Taxes for Your LLC: Step-by-Step Guide (2025 Update)
Filing taxes for the first time as a new limited liability company (LLC) owner can feel overwhelming. Between understanding your tax obligations, gathering the required documentation, and making the right deductions, the process may seem daunting. However, with the right information, filing your LLC's small business taxes can be a manageable task.
2025 Tax Preparation Checklist: What You Need to File Taxes
What do you need to optimally complete and file your taxes? If you’re asking that question, we’ve got you covered. This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist.
2025 Tax Deadline Information for Individual Filers
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Understanding Employee Equity: RSAs vs RSUs
When companies offer stock to employees as part of their compensation, it often comes in the form of either RSAs (Restricted Stock Awards) or RSUs (Restricted Stock Units). While both give you a chance to own a piece of the company, they work differently.
Secondary Stock Sales Guide for Startup Employees Selling Private Stock
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A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes
If you've been granted restricted stock units (RSUs) as part of your compensation, you're probably wondering how to handle the taxes—especially if you’ve recently used, or plan to use, a sell-to-cover method to pay for taxes on those shares. We’ve got you covered with this guide to help you understand how to report sell-to-cover transactions on your tax return. And if you have questions, it can be helpful to talk to a tax professional.
Webinar: Short-Term Rentals & Tangible Property Rental Activity Rules
Short term rental properties continue to be an attractive investment opportunity, but the associated taxes are getting more and more complex. Given the relevance of non-rental activity, we recently hosted an educational webinar titled Short-Term Rental Planning, presented by tax attorney Sam Boehr.
Top 5 Equity Questions to Ask Before a Startup Job Offer
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Estate Planning: 2024 Trends for Tax Professionals to Watch
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024.
Self-filing Your Taxes? These 5 Tax Mistakes May Be Costing You Money
Have a tax question? Harness can connect you with hand-picked tax, financial, and estate experts from around the United States.
What Happens to Your Stock After Your Company is Acquired?
If you’re a startup employee or founder going through an acquisition, there are numerous ways it can play out depending on the structure of the deal. In this article, we explore the factors that may impact the value of your equity resulting from an acquisition. What happens to your equity depends on many details, including the terms of the deal, your type of equity, and how long you’ve worked at the company.
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