Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
What is a Tender Offer? A Comprehensive Guide for Startup Employees
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.
An In-Depth Guide to DeFi Taxes in the U.S. 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.
20 Tax Reduction Tips for Founders, Employees & Executives
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Reinventing Tax Advisory: Harness Raises $17M New Capital for Advisors
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
A Guide to the 4 Types of Tax Preparers
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Overcoming Burnout in Accounting: Strategies For Success
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Webinar Recap: Redesign Your Accounting Practice in 2024
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Client Accounting Services: A Guide for CPAs
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Diversifying Services: A Guide for Solo CPAs and Growing Tax Firms
Expanding your service offerings is not just a strategy; it's a necessity for long-term success. This comprehensive guide provides actionable insights to help you diversify your services, build stronger client relationships, and run a modern, scalable tax practice.
Salaried vs Solo Tax Pros: Comparing Earnings Potential in the Industry
Explore the earnings potential of salaried versus solo careers in the tax industry, with a spotlight on rate-setting strategies and the support Harness Tax offers to solo CPAs.
Master Client Onboarding: Guide for Solo CPAs & Growing Accounting Firms
Enhance your client onboarding process with our practical step-by-step guide designed specifically for solo CPAs and growing accounting firms.
When and How to Make Your First Hire: Building a Team for Your Tax Firm
Is it time to make your first hire in your tax firm? Navigate the complexities of when to hire, what roles to consider, and how to budget effectively. Learn how Harness Wealth can be your strategic partner in scaling your accounting business.
Breaking Away From the Big 4: How to Start Your Own Tax Practice
Thinking about starting your own accounting firm? Learn how to make the transition from employee to entrepreneur, establish your firm, attract clients, and make use of the latest technology. With Harness, you have a partner you can rely on.
How to Incorporate Real Estate into Your Personal Financial Plan
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Estate Planning: A Key Part of Any Financial Plan
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
What is a Financial Plan, and How Do I Make One?
What can individual investors do to de-risk their portfolio despite the mechanical and psychological headwinds they face? This is where the discipline, knowledge, and experience of a financial advisor can add tremendous value.
Is Wealth Management Worth It? Understanding the ROI of Advisors
What can individual investors do to de-risk their portfolio despite the mechanical and psychological headwinds they face? This is where the discipline, knowledge, and experience of a financial advisor can add tremendous value.
Tax in Capital Markets: Unlocking Entrepreneurial Advisors’ Potential
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
Successful Tax Planning for Startups Going Through an Acquisition
Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It's imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. And in some cases, you may be able to take steps to reduce the taxes that result from the acquisition, depending on the type of equity you have and the nature of the transaction.
Quarterly Taxes for Builders: Manage Equity, Crypto & VC
If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. In this comprehensive guide, we'll explain what estimated quarterly taxes are, how to calculate them, and provide guidance on how to pay them on time to avoid penalties and interest charges, ensuring that all target groups are well-equipped to manage their tax responsibilities.
Maximizing Your Idle Cash: Strategies for Personal Finance Management
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Tax Planning During Stock Market Volatility
During unprecedented periods of market volatility, emotions can run high when it comes to your investments. It can be unpleasant—indeed it is easy to panic—when the financial goals you’ve spent years working toward—a comfortable retirement or an education fund for your children or grandchildren—may seem to be at risk. COVID-19 is reminding us of that right now!
A Tax Guide for Freelancers and Small Business Owners in 2023
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Reddit IPO: Planning ahead for 2023
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.