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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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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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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We are thrilled to announce the appointment of Stephany Kirkpatrick, CFPⓇ, Founder & CEO of Orum, to the Harness Wealth Board.
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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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The first Balance Sheet made for equity owners. Complete net worth tracking, including equity grants, crypto holdings, investment accounts, real estate holdings, and more.
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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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We’ve been listening to your feedback on how we can improve Harness Tools since we launched in beta last year. Based on your feedback, we’ve released several improvements and more are coming!
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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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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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