How Quarterly Tax Payments Work

How Quarterly Tax Payments Work

Quarterly tax payments can seem intimidating, particularly in the first year that this happens for you or your household. We recommend that you think of them not just as an extra bill/hassle from the IRS, but a great opportunity to start being strategic about your overall tax plan as part of your financial goals.

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Cryptocurrency Tax and Accounting (CPA) Services

Cryptocurrency Tax and Accounting (CPA) Services

Harness Wealth CPAs represent clients that invest long-term, actively trade, as well as Mine as a Business (MaaB). We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.

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Financial Planning for Employees Before and After IPO

Financial Planning for Employees Before and After IPO

Working for a company that goes public 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. 

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Financial Wellness Employee Benefits for Startups

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...

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83(b) Filing Deadline Extension: 2020 COVID-19 Exception for 30-day Window

83(b) Filing Deadline Extension: 2020 COVID-19 Exception for 30-day Window

If you received shares or early exercised stock options in 2020 and filed or still need to file your 83(b), there are some unique circumstances this year to take in to account.

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6 Financial Planning Optimizations to Complete Before 2021

6 Financial Planning Optimizations to Complete Before 2021

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year.

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

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.

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SPAC vs. IPO: Valuation, Lockup Period, and Employee Equity

SPAC vs. IPO: Valuation, Lockup Period, and Employee Equity

As a founder or an employee at a company undergoing a SPAC, you should start planning as soon as you're aware the event is on the horizon. The financial impact of this event will not just be an easy windfall -- you'll have to consider the potential costs of exercising options, timing of selling shares, and the resulting tax bill before you can start thinking about how to invest your net proceeds.

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Why You Shouldn’t Wait Until Next Year to Get a CPA

Why You Shouldn’t Wait Until Next Year to Get a CPA

As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.

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Building a High-Value Marketplace: How Harness Wealth Helps Clients Find Advisory Services

Building a High-Value Marketplace: How Harness Wealth Helps Clients Find Advisory Services

A few years ago, in the ideation phase of Harness Wealth, we knew we wanted to create a next generation financial platform for the next generation of builders: founders, early employees, business owners, and investors. I was able to transfer some learnings from the early and late stage developments at Compass to this new context. 

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