Financial Planning Archives

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.

business man using a laptop and a notepad at a desk

A Tax Guide for VC, Private Equity, and Angel Investors for 2023

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 Wealth can help.

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.

Stripe Co-Founders John and Patrick Collison. Source: stripe.com

Stripe: IPO? Tender offer? What to know for 2023

The payment processing giant of Silicon Valley is looking to raise some money. If you hold shares in Stripe, here’s what you need to know.

Harness Tax: Choosing the Right 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.

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.

The Ultimate Guide to 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.

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.

7 Financial and Tax Planning Optimizations to Complete Before 2023

These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.

Harness Equity Tools Launches in Open Beta

We are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity.