Harness Wealth

APRIL 16, 2025

million in total purchases, enables strategic planning of major technology investments. Leveraging retirement plans for tax advantages Tech entrepreneurs can create substantial tax advantages through Solo 401(k) plans, which allow contributions up to $69,000 in January 1, 2024 for those under 50.

Startup 52

Startup Taxes Tax Planning Transportation 52

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Partner with Harness for top-tier advisory services in financial, tax, and estate planning.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Good Financial Cents

DECEMBER 14, 2022

Chief Compliance Officer. A chief compliance officer ensures financial institutions adhere to all applicable laws and regulations. To keep a business running smoothly and help avoid costly non-compliance fees, CCOs monitor company policy and compliance. Average salary: $114,832 per year. Insurance Advisor.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Harness Wealth

APRIL 30, 2025

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.

Taxes 52

Taxes Planning Tax Planning Sales 52

Steve Sanduski

AUGUST 27, 2024

How to create a strategic plan and hold team members accountable for following through. Integrating key strategic initiatives into paths to promotion and succession planning. And so this is where we put things like technology optimization, strong operations, a culture of compliance, and core cybersecurity.

Strategic Planning 59

Strategic Planning Clients Communication Assets 59

Harness Wealth

MAY 12, 2025

Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age.

Taxes 52

Taxes Compliance Accounting Numbers 52

Midstream Marketing

AUGUST 13, 2024

Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. These could include subjects like retirement planning, investment strategies, or estate planning. To succeed in financial marketing, focus on strategic planning and keep improving.

Financial Market 52

Financial Market Planning Marketing Marketing 52