Tax Planning Archives

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.

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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.

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.

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.

A couple meets with their financial advisor

Estate Planning: 2024 Trends for Tax Professionals to Watch

In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024.

A self-filer doing their annual tax return

Self-filing Your Taxes? These 5 Tax Mistakes May Be Costing You Money

If you self-file your taxes, especially if you have a complex scenario like owning a business or planning for retirement, you could be leaving money on the table. Let’s change that.

What Happens to Your Stock After Your Company is Acquired?

In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.