Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Private Equity Explained in Everyday Terms
For most people, investing tends to revolve around familiar assets such as stocks and bonds. Beyond these traditional assets, however, lies a more esoteric realm of investment that has historically been the domain of institutional giants and ultra-high-net-worth individuals: private equity (PE).
Investment Trends in 2025: Tax Loss Harvesting for Crypto
Crypto markets in 2025 are doing what they do best: swinging wildly. While some investors are chasing the next altcoin breakout, others are looking at something less flashy—but arguably more powerful when it comes to net returns: tax loss harvesting crypto.
Mortgage Tax Credit and Deductions: What Homeowners Can Still Claim in 2025
If you own a home—or are thinking about buying one—you’ve probably heard about the tax perks that can help offset some of the costs of homeownership. But with so many headlines around tax reform and mortgage caps, it’s easy to wonder: what deductions are still actually available in 2025?
How Expats Can Avoid Double Taxation in 2025
Living abroad doesn’t exempt you from U.S. taxes—and without the right strategy, you could end up paying twice. For millions of Americans working internationally, navigating expat taxes has become more complex than ever in 2025. New thresholds, increasing IRS scrutiny, and more aggressive foreign account reporting requirements mean that doing nothing is no longer an option.
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.
How to Use FIRE to Retire Early
The allure of early retirement has given rise to a powerful financial strategy known as FIRE (Financial Independence, Retire Early). The strategy focuses on building a life where your expenses can be comfortably covered by passive income, granting you the freedom to pursue retirement long before the traditional retirement age.
The 2025 Alternative Investment Tax Guide for High-Income Filers
Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for.
Pros and Cons of Using Tax Preparation Software
Tax season is approaching, which means many people will be exploring the use of tax software to prepare and submit their tax returns themselves. While tax software certainly offers benefits, particularly when it comes to cost, the decision to use it isn't nearly as straightforward as it may seem.
A Guide to Tax-Efficient Real Estate Investment
Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments.
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.
Revocable vs. Irrevocable Trusts: Which Is Best for Protecting Family Wealth?
Throughout today's complex financial environment, trusts have emerged as sophisticated instruments for protecting and transferring wealth. These legal frameworks offer families a powerful way to safeguard assets, maintain privacy, and ensure their legacy passes to future generations exactly as intended.
How to Reduce Capital Gains Tax When Selling A Business
For many business owners, selling their company represents the culmination of years of hard work. Yet without proper tax planning, up to half of your sale proceeds could end up going to federal and state governments.
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.
Understanding Corporation (C Corp) Taxes: An Overview
Explore the essentials of Corporation (C Corp) taxes in this comprehensive overview. Learn about tax structures, benefits, and obligations to help you navigate the complexities of corporate taxation effectively.
A Guide to Minnesota Tax Forms
Discover everything you need to know about Minnesota tax forms in this comprehensive guide. From understanding different types of forms to tips for accurate filing, streamline your tax preparation process and ensure compliance with state regulations.
A Guide to Louisiana Tax Forms
Discover everything you need to know about Louisiana tax forms in this comprehensive guide. From filing requirements to essential tips, navigate the complexities of state taxes with ease and ensure compliance while maximizing your deductions.
A Guide to Utah Tax Forms
Discover everything you need to know about Utah tax forms in this comprehensive guide. From filing requirements to essential tips, navigate the complexities of state taxes with ease and ensure you're fully prepared for tax season.
A Guide to Illinois Tax Forms
Discover everything you need to know about Illinois tax forms in this comprehensive guide. From understanding different types of forms to tips for accurate filing, streamline your tax preparation process and ensure compliance with state regulations.
A Guide to Delaware Tax Forms
Discover everything you need to know about Delaware tax forms in this comprehensive guide. From filing requirements to essential tips, streamline your tax preparation process and ensure compliance with state regulations.
A Guide to Tennessee Tax Forms
Discover everything you need to know about Tennessee tax forms in this comprehensive guide. From filing requirements to essential tips, streamline your tax preparation process and ensure compliance with state regulations.
A Guide to Hawaii Tax Forms
Discover everything you need to know about Hawaii tax forms in this comprehensive guide. From filing requirements to essential tips, navigate the complexities of state taxes with ease and ensure compliance while maximizing your benefits.
A Guide to South Dakota Tax Forms
Discover everything you need to know about South Dakota tax forms in this comprehensive guide. From filing requirements to essential tips, streamline your tax preparation process and ensure compliance with state regulations.
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