Financial Planning Archives

Harness Tax Guide: Small business owners & freelancers

A Tax Guide for Freelancers and Small Business Owners in 2023

In this guide, we will discuss certain tax code changes from recent years and other important considerations for freelancers and small business owners for 2023.

Reddit IPO: Planning ahead for 2023

If you hold pre-IPO equity in Reddit, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.

Stripe Co-Founders John and Patrick Collison. Source: stripe.com

Stripe: Navigating a Tender Offer in 2023

In March 2023, Stripe, the payment processing giant of Silicon Valley, raised $6.5 billion in a Series I funding round. If you hold shares in the fintech company, here’s what you need to know.

Choosing the Right Tax Service for Your Unique Needs

Whether you’re planning for an upcoming liquidity event, such as an IPO, or you’re interested in bringing more sophistication to your overall tax strategy, Harness Tax offers a range of services to meet your needs. Have a look at our services below and consider signing up for an account today.

Switching Jobs and Your Startup Equity: What You Need to Know

If you have startup equity and need professional advice on how to best manage it, consider booking a 1-on-1 Equity Tax Planning Session with an equity-experienced Harness Tax Advisor today.

State Residency and Tax Planning for Startup Founders and Remote Tech Employees

As of 2023, there are nine US states that do not impose state income tax, and seven of these states also lack taxes on investment income, making them ideal locations for startup equity holders or crypto investors.

5 Tips to Set Yourself Up for Financial Success in 2023

You don’t need a new year’s resolution to become more familiar with your financial and tax planning opportunities. Here are 5 tips to help you gain control of your finances in 2023.

Harness Equity Tools Launches in Open Beta

We are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity.

Financial Planning for Employees Before and After IPO

Working for a company that goes through an IPO can have life-changing financial consequences. It can also give rise to tax and legal issues that must be addressed proactively to protect and maximize your windfall.

Managing Employees Through a Liquidity Event: How HR Can Help with Equity Decisions

This can be an exciting time for your organization, but if you’re a manager or HR leader, it likely means you will be facing a wave of questions from employees throughout the event about what it means for their equity and personal finances.