Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
How Much Does a Financial Advisor Cost? (Updated for 2026)
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.
Average Fees for Tax Advisors in 2026
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 2026 Crypto Tax Guide – Everything You Need to Know
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.
Strategic Partnerships and Alliances for Accounting Firms
In a market defined by increasing client demands, accounting firms need to move beyond traditional services, delivering comprehensive financial guidance as opposed to isolated accounting advice.
U.S. Net Worth by Age: What the Data Shows [Updated for 2026]
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
6 Change Management Processes to Maximize Team Value
Change management is crucial for tax firms facing industry shifts like technology adoption, service expansion, or mergers. As important as these changes may be, success lies not just in the change itself, but in the systematic approach to its implementation.
Spousal Lifetime Access Trust (SLAT)—What Is It and How Does It Work?
Estate planning for high-net-worth couples is entering a period of major transition. With the federal estate and gift tax exemption scheduled to drop by roughly half on January 1, 2026, many families are re-evaluating strategies to reduce future tax exposure while maintaining financial flexibility. One tool gaining renewed attention is the Spousal Lifetime Access Trust (SLAT)—an irrevocable trust that allows one spouse to transfer assets out of their taxable estate while still preserving indirect access to those assets through the other spouse.
How Asset Location Helps You Reduce Taxes
Most investors focus on what they buy, but far fewer pay attention to where they hold those investments. Yet the account you choose can have a major impact on how much you keep after taxes. This idea is known as asset location, and it is one of the most effective strategies for improving long-term, after-tax returns without changing your overall investment mix.
Why Year-Round Tax Planning Is So Important
Tax planning is often treated as a once-a-year chore, but modern financial life rarely fits neatly into a single filing season. Equity compensation vests at different times. Bonuses and RSUs can push you into a new tax bracket. Side income may trigger estimated payments. State and federal rules shift mid-year. And with major tax law changes scheduled for 2026, the window for smart planning is getting smaller.
7 Strategies to Future-Proof Your Tax Firm in 2026
Standing still isn't an option for many companies, however, the technological advances, shifting client expectations, and increasingly complex regulatory environment in the tax industry mean that firms in the sector have to continually evolve.
Digital Transformation for Tax Firms: A 2026 Guide
The idea of digitally transforming a tax business may have been on the table for a while now, but with the tax technology market expected to reach 40 billion dollars by 2032, it's an idea that's gaining momentum, to say the least. What may have been a competitive differentiator at one point will soon be a prerequisite to maintaining market position.
What Businesses Need to Know About Working Papers
Regulatory compliance is often viewed as a necessary burden within the tax industry (as in most other industries). However, working papers are an element of the compliance equation that can be a major strategic advantage when viewed from the right perspective.
How to Ease the Tax Busy Season in 2026
With tax law changes, continued staffing shortages, and changing client expectations, 2026 is likely to bring the same cocktail of stress during the busy seasons as always. But does it really need to be that way?
How to Use ChatGPT in Your CPA Firm in 2026
Early versions of ChatGPT served primarily as text generators, often struggling with tax calculations and lacking the ability to "see" documents or interact with live data. Today’s models, however, are vastly improved, able to do everything from processing spreadsheets to scanning handwritten receipts. Importantly, they now offer SOC 2-compliance and data encryption, with guarantees that your firm data won't be used to train the public model.
Too Small to Offer Advisory Services? Think Again.
It's a fairly common assumption in the tax industry that advisory services are only offered by large firms with expansive teams and sophisticated infrastructure. This assumption, however, ignores a key advantage that small tax firms have: in-depth knowledge of their clients' businesses and direct relationships with decision-makers.
The Short-Term Rental Tax Loophole: A Gateway Strategy
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.
5 Major Benefits of Customer Feedback for Your Tech Stack
Tax advisors often find themselves trapped using technology that may have worked five years ago but now just creates daily friction. From outdated portals to poor quality automation, misaligned software prevents your team from realizing its full potential.
Self-Directed Roth IRA: Tax-Free Growth on Crypto & Real Estate
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.
6 Tips for Running an Accounting Practice Without Burning Out
Accounting professionals are facing unprecedented burnout rates, with studies showing that 90% experience symptoms, threatening both practice sustainability and personal well-being. Despite these statistics, many practitioners continue to view stress as an inevitable part of the profession.
Augusta Rule Explained: How to Rent Your Home to Your Business Tax-Free
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.
How to Reduce AI Errors in CPA Firms
Along with the undeniable efficiencies that AI can bring to CPA firms are the equally undeniable errors that come with it. More than operational irritations, AI errors can compromise client data security, corrupt tax filings, and undermine financial guidance.
How Buying Car Washes and Gas Stations Can Create Massive Tax Deductions
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.
How to Avoid State Income Tax with a Non-Grantor Trust
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.
Charitable Giving — DAFs, Private Foundations, CRTs/CLTs
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.
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