Articles

A woman sitting at her desk in a well-lit space

10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Discover ten areas of your tax planning that you can benefit from reviewing before year-end.

A tax advisory client gathering documents

Average Fees for Tax Advisors in 2024

Tax advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs for the different tax advisory services in 2024.

A small business owner working on their taxes from their home office

Filing Business Taxes for An LLC for the First Time: A Step-by-Step Guide for 2024

This guide covers everything you need to know about filing taxes for an LLC for the first time, from understanding your LLC’s taxation options to knowing the forms you need and which deductions you can claim.

A couple reviewing documents in preparation for filing their taxes

2025 Tax Preparation Checklist: What You Need to File Taxes

Download a free tax checklist covering information and documents you’ll need to file taxes.

Michael Paley and Sami Sharif of Klingman and Associates presenting at the 2024 Harness Tax Advisor Forum in New York City

Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships

We spoke with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.

Cheerful adult couple in casual clothes having meeting with tax advisor in living room at home during daytime

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

In this guide, we show how tax practices can position their advisors in the Harness Marketplace to successfully attract new clients.

a business team meeting in an office setting

2025 Tax Deadline Information for Individual Filers

If you’re planning ahead for filing taxes in 2025, here are the key tax deadline dates you need to know.

young parents calculating and managing family budget while sitting at table with laptop at home

Understanding Employee Equity: RSAs vs RSUs

Learn the difference between restricted stock awards (RSAs) and restricted stock units (RSUs).

Secondary Stock Sales: A Guide for Startup Employees Looking to Sell Private Company Stock

Learn how private company secondary stock sales work and important considerations such as understanding your stock agreement and tax implications.

Man at a desk working on personal finances and taxes

A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes

If you have RSUs, here’s how to report a sell-to-cover transaction on your tax return.