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The importance of idle funds in a personal finance strategy

Maximizing Your Idle Cash: Strategies for Personal Finance Management

Discover the full potential of your idle cash with personalized financial management strategies. Dive into the world of high-yield accounts, fixed-income investments, and more.

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Tax Planning During Stock Market Volatility

During unprecedented periods of market volatility, emotions can run high when it comes to your investments. It can be unpleasant—indeed it is easy to panic—when the financial goals you’ve spent years working toward—a comfortable retirement or an education fund for your children or grandchildren—may seem to be at risk. COVID-19 is reminding us of that right now!

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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.

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Reddit logo with a push notification

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.

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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.

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Harness Tools ISO tax analysis and stock option vesting

Tax Planning for Startup Founders and Employees

While it may seem premature to plan for reducing taxes as you're just getting off the ground, there are a few key tax-related decisions that are worth taking right from the beginning for many startups and their founders, given the high growth potential.

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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.

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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.

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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.

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5 Tips to Set Yourself Up for Financial Success in 2023

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.

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