Harness Wealth

JANUARY 24, 2023

While living in any of these states (or territories) can save you money on taxes, it’s important to consider other factors such as cost of living, job opportunities, and quality of life before making a decision to relocate. Ten states, as well as Washington, DC, impose an estate tax. Five states impose an inheritance tax.

Startup 52

Startup Tax Planning Taxes Planning 52

Harness Wealth

FEBRUARY 20, 2024

Employed by law firms, corporate legal departments, or running their own practices, tax attorneys can be looked to for legal tax issues and disputes, along with comprehensive tax planning and preparation.

Taxes 52

Taxes License Education Tax Planning 52

Harness Wealth

JUNE 9, 2023

Financial planning is about understanding and utilizing your assets in a manner that helps you and your family work towards achieving your goals and meeting your needs. While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Bell Investment Advisors

JUNE 16, 2022

At a minimum, be sure your assets will cover your lifetime needs even if you give some away. Tax Matters. Once your needs are covered, you’re ready to create your plan. Start by getting clear on gift and estate tax laws. Transfers over that amount are subject to a tax rate of up to 40%.

Taxes 52

Taxes Assets Financial Planner Education 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.

Startup 59

Startup Taxes Medical Retirement 59

Harness Wealth

MAY 25, 2023

Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Assets Under Management (AUM) Investment advisors often charge a fee based on the percentage of assets under management. Tax services provided through Harness Tax LLC.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274