Advice on Startup Liquidity Mistakes: IPO Experiences with AJ Wealth

Advice on Startup Liquidity Mistakes: IPO Experiences with AJ Wealth

We sat down with Justyn Volesko, J.D., LL.M., Managing Partner at AJ Wealth, to learn more about his business, particularly for clients going through liquidity events, such as IPOs. AJ Wealth is a Wealth Management Firm on the Harness Wealth platform.

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Financial Advising for Medical Professionals

Financial Advising for Medical Professionals

With the right fundamental strategy and financial plan suited to the needs of a medical professional, your finances are more likely to be resilient to change and help you meet your goals.

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Investment Strategies for the Impact of COVID-19 (Coronavirus)

Investment Strategies for the Impact of COVID-19 (Coronavirus)

The COVID-19 (Coronavrius) pandemic has caused unprecedented changes in the stock market, and we believe that this is when experience, and the perspective that comes from experience, is particularly valuable.

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Tax Planning vs. Tax Preparation: What’s the Difference?

Tax Planning vs. Tax Preparation: What’s the Difference?

Danielle McCarthy, CPA, MST explains the difference between tax planning and tax preparation, key tax optimizations you can make on your own, and how to most productively work with an accountant.

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Divorce Tax Opportunities and Risks: The Selling and Transferring of Property

Divorce Tax Opportunities and Risks: The Selling and Transferring of Property

Kimberly Nelson, CFA®, CDFA, provides examples and guidance on the tax tradeoffs of selling and transferring property during or after a divorce.

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Tax Tips in 2020: The Importance of Planning Throughout the Year

Tax Tips in 2020: The Importance of Planning Throughout the Year

Popular tax topics in 2020, and advice from a tax expert on how to develop a more holistic strategy beyond just filing on Tax Day.

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Divorce Law Updates for 2020

Divorce Law Updates for 2020

For all divorces filed on January 1, 2019 and onward, several new tax rules based on the Tax Cuts and Jobs Act (TCJA) passed at the end of 2018, now apply. Shared wisdom from friends or family who may have divorced a few years ago (while well-intentioned) may no longer be relevant.

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Timing Key Divorce Events For Tax Purposes

Timing Key Divorce Events For Tax Purposes

Timing is a key factor and stressor when it comes to the divorce process. When to file, when to time alimony payments, when to sell or give up certain assets, and when to do tax carryovers — these are all topics we’ll discuss in this article.

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Harness Wealth Advisor Corner: The SECURE Act and Your Retirement

Harness Wealth Advisor Corner: The SECURE Act and Your Retirement

In 2019, Congress passed a $1.4 trillion budget deal that was the most significant development for retirement savers in more than a decade. Buried within the enormous budget pact was a reform package known the SECURE Act, which seeks to provide provisions to boost Americans’ ability to fund their own retirement savings.

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Our 2020 Predictions

Our 2020 Predictions

In 2019 we brought over 850 of the best advisors onto our platform so we can help you find the right one for your needs. We’ve asked a few of them to share with us what they think will matter most for clients in 2020, whether in relation to politics, regulation/taxation, the economy, financial markets, or trends in personal money management. 

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