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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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Harness Tools ISO tax analysis and stock option vesting

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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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.

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Tax Planning During Stock Market Volatility

During unprecedented periods of market volatility, emotions can run high when it comes to your investments. It can be unpleasant—indeed it is easy to panic—when the financial goals you’ve spent years working toward—a comfortable retirement or an education fund for your children or grandchildren—may seem to be at risk. COVID-19 is reminding us of that right now!

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How Quarterly Tax Payments Work

Quarterly tax payments can seem intimidating, particularly in the first year that this happens for you or your household. We recommend that you think of them not just as an extra bill/hassle from the IRS, but a great opportunity to start being strategic about your overall tax plan as part of your financial goals.

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Crypto taxes for your NFTs

Crypto Taxes and Accounting (CPA) Services

Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.

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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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survey showing employer financial benefit survey

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...

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mobile phone with 83b deadline reminder showing

83(b) Filing Deadline Extension: 2020 COVID-19 Exception for 30-day Window

If you received shares or early exercised stock options in 2020 and filed or still need to file your 83(b), there are some unique circumstances this year to take in to account.

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