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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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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.

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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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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.

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Equity Tools

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. 

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IPO

Financial Planning for Employees Before and After IPO

Working for a company that goes through an IPO 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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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

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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Diversify Your Portfolio: How Startup Employees Over-invest in Tech

Tech as an industry has had major growth in the last few years, and continues to hold strong, even in 2020. However, recent history shows that many tech employees run the very real risk of being too invested in the technology sector. We outline the most common components that make up this overall risk below, and offer some guidance how best to balance your unique risks and opportunities. 

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Investment Strategies for a Large Windfall or Inheritance

Receiving a large lump sum of money from an inheritance or other windfall can change your life -- especially if you make smart financial choices upfront about what to do with your newfound wealth.  

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