Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Tax Practice Management: 4 Tips for Buying a Tax Firm’s Book of Business
When thinking about acquiring a tax practice’s book of business, here are four tips to consider:
Tax Practice Management: A Guide to Effective Client Communication
Table of Contents:
Beyond Tax Returns: Grow Your Tax Practice with Thorough Planning Services
Table of Contents:
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.
Harness July 2024: Tax Portal Upgrades & Practice Guides
Table of Contents:
Financial and Tax Planning: 10-Point Checklist for New Parents and Families
Looking for a financial or tax advisor? Harness can connect you with experienced hand-picked tax, financial, and estate professionals from around the United States.
Marketing Tips for Tax Advisors: A Practical Guide to Grow Your Practice
As the tax industry continues to evolve, more and more professionals are setting up their own tax practices. This guide is designed to help your tax practice build a marketing strategy around high-value clients, positioning your firm to meet the market’s demand for tailored tax advice. At Harness, our platform empowers tax advisors who serve business owners, employee equity holders, investors, and other individuals with complex tax strategy needs.
How to Price Your Tax Practice’s Services to Drive Revenue Growth
Table of Contents:
Steve Cheung Joins Harness as Head of Engineering
FOR IMMEDIATE RELEASE
How Harness Helped a Solo Tax Advisor Launch and Grow Their New Firm
Mr. Maddox is a member of Harness and is not being directly compensated for sharing his opinion and experience with our firm. Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. There is an indirect financial incentive for Mr. Maddox to promote Harness as he is a tax adviser available through the Harness platform. Mr. Maddox’s comments may not be representative of any other person’s experience with the firm. While Harness provides valuable tools and support, individual results can vary, and success requires effort and leveraging the platform’s resources effectively.
How to Find a Financial Advisor for Entrepreneurs
Looking for a financial advisor? Harness can connect you with hand-picked tax, financial, and estate experts from around the United States.
Tax Client Onboarding for Profitability and Satisfaction: A Guide
Table of Contents:
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.
7 Best Tax Practice Management Softwares for CPAs
Looking to modernize your CPA practice? The current tax environment has evolved far beyond calculators and paper forms. Modern accounting demands sophisticated platforms that can handle everything from automated workflows to secure client communications.
409A Valuation: How it Works and Common Questions
In this guide, we explain what a 409A valuation is along with the process from start to finish of getting a valuation for your business.
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.
IPOs to Watch in 2024
Table of contents:
Navigating Taxes on Employee Stock When a Company IPOs
As a startup founder or employee, going through an initial public offering (IPO) can be a rewarding experience watching your employee equity grow. But with that reward also comes navigating tax implications.
What is a Schedule K-1 Tax Form?
Table of contents:
Understanding Angel Investor Exit Strategies: Beginner’s 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.
Equity Compensation: A Guide for Founders and Employees
Equity compensation comes in various packages. In this article, we’ll define some of the most common forms of stock-based compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more. By understanding these concepts, you’ll be on your way to having the knowledge you need to make informed decisions about equity compensation packages, and understanding how Harness can help.
What is an 83(b) Election and Should You File One?
Navigating equity compensation can be challenging, especially when it comes to understanding tax implications. One essential tax-saving tool for startup founders and employees dealing with equity compensation is the 83(b) election. In this guide, we will provide you with a detailed understanding of the 83(b) election, including its benefits, potential risks, and the filing process, including:
Restricted Stock Units (RSUs): Everything You Need to Know
Restricted Stock Units (RSUs) are a popular form of equity compensation to retain talent. If you receive RSUs as part of a compensation package, they can become extremely valuable if your company grows, but they can also result in a tax bill once you own the stock. In this article, we’ll explain RSUs and how to best minimize your tax liability on any RSUs you may have now or in the future.
NFT Taxes: A Guide for 2024
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Get the newsletter
Tax and equity insights, delivered to your inbox.