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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 tax insight tool

Harness Tools: Equity Tax Insights

Learn what your equity could be worth based on various exercise/sell strategies. Our Equity Tax Insights tool will project AMT calculations from exercising options and capital gains taxes from selling shares.

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Four ways to pay less taxes on crypto

If you've made crypto investments and are looking to reduce your tax bill, here are some strategies you can employ. Partnering with a crypto tax advisor can help you implement some of these strategies.

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How to Manage Equity in a Down Market

You waited patiently for years and now your company is finally public. It’s a really exciting milestone. But what happens after an IPO? Over the past few months, tech stocks have not all performed well. While it’s definitely not the result you were hoping for in the short-term, there are some silver linings to a depressed stock price that you can take advantage of.

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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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Desktop with employee and child looking at Harness Tools personal balance sheet tax savings

Last Minute and Ongoing Tax Tips for 2021 Tax Year

In the few weeks before Tax Day, you can still take some critical actions that can help optimize this year's tax return. Now is also a great time to plan ahead for next year.

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Harness Tools ISO tax analysis and stock option vesting

How are Incentive Stock Options (ISOs) Taxed?

ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.

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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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