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.

Read More
Harness Wealth Adviser Corner: The SECURE Act and Your Retirement

Harness Wealth Adviser 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.

Read More
Our 2020 Predictions

Our 2020 Predictions

In 2019 we brought over 850 of the best advisers 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. 

Read More
2019 Year in Review

2019 Year in Review

As our first year comes to a close, our CEO shares some of our exciting milestones from 2019.

Read More
Tax Strategy: Gifting Assets

Tax Strategy: Gifting Assets

In The Adviser Corner this month, MRA Associates explores what to consider when thinking about a Gifting Strategy. MRA Associates is a Financial Advisory Firm on the Harness Wealth platform.

Read More
Four Ways to Access Private Investments

Four Ways to Access Private Investments

If you’re interested in investing in private tech companies, there are four options to consider. A Financial Adviser can be helpful in thinking through private investments and how these concentrated investments fit into your broader financial plan.

Read More
5 Financial Planning Optimizations to Complete Before 2020

5 Financial Planning Optimizations to Complete Before 2020

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year.

Read More
4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.

Read More
What is Qualified Small Business Stock and How Can it Help Your Business?

What is Qualified Small Business Stock and How Can it Help Your Business?

In The Adviser Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.

Read More
Impact Investing: An Interview with Lauren Sercu at Sepio Capital

Impact Investing: An Interview with Lauren Sercu at Sepio Capital

We sat down with Lauren Sercu, who leads their Impact Investing practice at Sepio Capital, to learn more about how the practice works for clients who want to mission-align their investment assets. Sepio Capital is a Financial Advisory Firm on the Harness Wealth platform.

Read More