April 2022: What’s new in Harness Wealth?
We’ve been listening to your feedback on how we can improve Harness Tools since we launched in beta last year. Based on your feedback, we’ve released several improvements and more are coming!
Harness Tools now support crypto
Wish you could see your crypto as part of your overall financial picture? Now, you can add your accounts from popular crypto exchanges and wallets from crypto protocols to your personal balance sheet. We’ve partnered with Vezgo by Wealthica to aggregate your token balances in a safe and secure way.
Wish you could see your crypto as part of your overall financial picture? Now, you can add your accounts from popular crypto exchanges and wallets from crypto protocols to your personal balance sheet. We’ve partnered with Vezgo by Wealthica to aggregate your token balances in a safe and secure way.
Calculate how many stock options to exercise without paying AMT
Want to better understand the tax implications of exercising your options?
Determine how many options to exercise without triggering the mythical Alternative Minimum Tax (AMT) while also qualifying for your Incentive Stock Options’ (ISOs’) tax advantages.
Want to better understand the tax implications of exercising your options?
Determine how many options to exercise without triggering the mythical Alternative Minimum Tax (AMT) while also qualifying for your Incentive Stock Options’ (ISOs’) tax advantages.
Share your feedback
Do you have feedback for us? Find us on chat, or leave product requests directly in your account’s “Feedback” tab. Thank you for helping us to improve Harness for builders like you!
Recommended Reading
The most frequent tax questions about equity compensation, answered
Our 1:1 Equity Tax Planning Sessions are one of the most popular services we offer. It makes sense — these sessions get into the nuts and bolts of your specific tax situation, whether you’ve been through multiple liquidity events or are new to equity entirely. They’re a good fit for anyone trying to understand their current equity holdings and/ or prepare for an upcoming liquidity event.
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What is Alternative Minimum Tax (AMT)?
AMT is a secondary tax calculation that only triggers in certain situations. Working around the alternative minimum tax can be tricky and knowing if you’ll trigger it isn’t always easy. Exercising incentive stock options (ISOs) is one situation where AMT income is greater than regular taxable income, which could trigger AMT.
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Crypto Taxes and Accounting (CPA) Services
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. 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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