Client Management Clients Tax Planning 
Harness Wealth
MARCH 14, 2025
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
Harness Wealth
SEPTEMBER 23, 2024
Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.
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Harness Wealth
MAY 2, 2025
Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
FMG
OCTOBER 6, 2022
CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM?
International College of Financial Planning
JULY 10, 2023
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.
International College of Financial Planning
SEPTEMBER 23, 2024
d) Comprehensive Knowledge Though the CFP® challenge pathway allows you to bypass some foundational courses, the program still covers all critical areas of financial planning. Popular career roles for CFP® professionals include: Financial Planner: Work with individuals and families to create long-term financial plans that secure their future.
Harness Wealth
MAY 9, 2025
Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work. Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important.
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