Tax Planning Archives

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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.

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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.

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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.

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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.

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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.

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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.

Short-term Rental Tax Planning with Sam Boehr, JD, LLM. A free webinar from Harness

Webinar: Short-Term Rentals and the Use of Tangible Property Not Qualifying as a Rental Activity

Watch our educational tax planning webinar on Short-Term Rental Planning presented by tax attorney Sam Boehr.

Startup Employee Equity Compensation: 5 Questions to Ask Before Accepting a Job Offer

If you’re looking at a job offer with equity compensation, ask these questions to make sure you understand what you’re signing up for.