In this guide, we explore 10 ways a financial advisor can help an entrepreneur or small business owner create a strong business and personal financial plan. Plus, learn how to find an advisor that meets your needs.
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The first month of a tax client’s relationship with you is crucial. In this guide, learn how to implement an onboarding program that has the potential to increase revenue and retain more clients.
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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.
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In this guide, we explain everything you need to know about choosing a tax practice management software provider and compare four modern platforms for small tax firms and breakaway tax advisors establishing their practices.
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If you’re a startup founder or employee, you’ve likely heard of a 409A valuation. Maybe you’re in the process of conducting a 409A valuation? Either way, from early-stage companies, to more mature private companies, an accurate 409A valuation will help you stay in compliance with the IRS when offering equity compensation.
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In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.
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Despite 2023 being one of the slowest IPO markets of the last decade, experts are saying that the initial public offering landscape will reverse course in 2024. In this article, we provide updates for investors and employees with equity compensation on the status of the market’s largest IPOs of the year.
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In this article, we cover how different forms of employee stock are taxed in relation to an initial public offering, and proactive strategies to take to potentially reduce your tax bill.
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If you receive income (or losses) from partnerships, S corporations, or certain trusts and estates, you’ll most likely be sent a Schedule K-1 form each tax season. In this article, we explore what a K-1 is, how the form works, and what you need to do with it if you get one.
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Whether you’re in venture capital, private equity, or angel investing, it's important to understand the tax implications of your investment income. From carried interest to K-1 forms and QSBS, there are many nuances to be aware of. In this guide, we'll break down some of the key tax considerations for private investors, and how Harness can help.
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