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.
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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.
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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.
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Stripe: Navigating a Tender Offer in 2023
In March 2023, Stripe, the payment processing giant of Silicon Valley, raised $6.5 billion in a Series I funding round. If you hold shares in the fintech company, here’s what you need to know.
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Tax Planning for Startup Founders and Employees
While it may seem premature to plan for reducing taxes as you're just getting off the ground, there are a few key tax-related decisions that are worth taking right from the beginning for many startups and their founders, given the high growth potential.
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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.
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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
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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