Tax Advisor Forum

The first annual forum for current & prospective tax advisors in NYC

Event Details:
May 29-30, 2024
Club 135
135 W 50th Street
New York City, NY

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Join us at our first annual Tax Advisor Forum!

Harness is excited to invite you to the Harness Annual Tax Advisor Forum. This event will bring together both current and prospective Harness advisors for two days of networking and programming in New York City with members of the Harness Team. We hope you will be able to make it to what will be a memorable experience at some of the finest establishments in the city.

Wednesday, May 29

6:00-8:00pm: Welcome Reception at Grand Central Oyster Bar

Join us at Grand Central Oyster Bar for cocktails and bites for networking before tomorrow’s programming.

Grand Central Oyster Bar
89 E. 42nd St
New York, NY 10017

Thursday, May 30

8:30-9:30am: Breakfast

Join us for breakfast before the day’s events.

The day’s programming will be held at Club 135.

135 W. 50th Street, New York, NY 10020

10:00-10:45am: Humanizing the Remote Experience

Dr. Amy Mednick, author of Humanizing the Remote Experience, discusses how we can foster wellness, raise engagement, and strengthen connections in professional contexts as human interactions become increasingly remote.

10:45-11:30am: Digitizing Tax: How Tech Companies are Tackling the Complex Business of Tax

Dwight Clancy, Harness Chief Product Officer and Zach Ozer, VP of Engineering at Column Tax speak on Digitizing Tax: How tech companies are tackling the complex business of tax.

 

11:30am-12:15pm: Workforce Solutions: Navigating Full-time Employees, Contractors, and Offshoring

Laura Gutierrez, Executive Director, Head of Family Office and Tax at Atlas Search and Laurence Whittam, Managing Director at Impact Global Solutions, speak with David O’Connell, Harness Director of Advisor Ecosystem about how to introduce workforce solutions to help you better manage your practice’s efficiency.

12:15-1:00pm: Lunch on the terrace

Join us on the terrace of Club 135 for lunch.

1:00-2:00pm: Fireside chat with John Koskinen, former IRS Commissioner

Join us for a fireside chat with David Snider, CEO and cofounder of Harness, and John Koskinen, former IRS Commissioner, about his experience and to provide you with an opportunity to ask questions in an intimate setting.

2:00pm-2:45pm: Panel: How Harness Helped Grow My Business

Angela Gonzales, Harness Product Marketing Lead, joins Kelley Maddox and Nick Chertock, Harness Advisors, for a panel on how Harness helped grow their practices and gave them autonomy over their work.

3:00-3:45pm: Best Practices for Working with a Wealth Advisor Around Equity-Based Compensation

Join Michael Paley and Sami Sharif from Klingman & Associates as they speak on best practices for working with a wealth advisor around equity-based compensation.

4:00-4:45pm: Digitization & Compensation: The Biggest Trends in Elite Professional Services

Ted Oberwager, Partner at KKR and Eric Wedel, Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP join us for a discussion on what’s trending in elite professional services.

7:00-9:30pm: Dinner at Per Se

Join us for dinner at Per Se, Thomas Keller’s acclaimed New York interpretation of The French Laundry in the Deutsche Bank Center at Columbus Circle.

10 Columbus Circle
New York, NY 10019

 

Frequently Asked Questions

How do I RSVP?

If you’ve already received your invitation (via email), click through the link to RSVP!

To request an invitation to this event, fill out the form above to reach out to our Business Development team.

When should I arrive?

Programming will begin early afternoon on May 29th and run through the evening of May 30th. We recommend arriving the morning of May 29th.

Where should I stay?

We’ve reserved a preferred corporate rate at The Muse Hotel. Information on how to book will be shared by Harness.

What is the dress code?

Attendees are welcome to dress in business casual for all events.

May I bring my spouse or partner? 

Spouses and partners are welcome to accompany you to NYC, however the Harness programming, cocktail reception, and dinner are for invited advisors only.