Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
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.
A Guide to Idaho Tax Forms
Discover everything you need to know about Idaho tax forms in this comprehensive guide. From essential documents to filing tips, streamline your tax preparation process and ensure compliance with state regulations.
A Guide to Vermont Tax Forms
Discover everything you need to know about Vermont 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 Washington Tax Forms
Discover everything you need to know about Washington tax forms in this comprehensive guide. From essential documents to filing tips, streamline your tax preparation process and ensure compliance with state regulations.
Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage
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.
U.S. State Tax Changes: Adapting Your Tax Practice to New Regulations [Updated for 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.
A Guide to Pennsylvania Tax Forms
Discover everything you need to know about Pennsylvania 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 Kentucky Tax Forms
Discover everything you need to know about Kentucky tax forms in this comprehensive guide. From filing requirements to essential tips, streamline your tax preparation process and ensure compliance with state regulations.
Tax Advisor Weekly - May 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.
Tax Practice Succession Planning: A Strategic Guide
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.
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