Wealth Management

JULY 18, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Accounting

Harness Wealth

JULY 31, 2025

Intellectual property treatment adds another layer of complexity to your asset valuation. This nuanced approach to IP valuation can significantly impact your company’s position relative to the $50 million threshold. Engaging specialized tax counsel to review these provisions can protect millions in potential tax benefits.

Taxes

Harness Wealth

APRIL 30, 2025

This long-term approach gives you time to implement tax-efficient structures and build the business in ways that will be attractive to potential buyers. Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns.

Taxes

Harness Wealth

APRIL 30, 2025

An IRS audit is a formal review of your financial records to verify their accuracy and compliance with tax laws. The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. While FinCEN handles FBAR filings, the IRS enforces compliance for both.

Compliance

Harness Wealth

JULY 31, 2025

Trading startup shares presents far more challenges than dealing in publicly traded stocks, as a historic lack of clarity can leave many investors feeling unsure of their tax position. What are the tax implications of buying startup shares? What are the tax implications of selling startup shares?

Startup

Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. To qualify for tax-free treatment under IRC Section 368 , attention to detail is essential.

Taxes

Harness Wealth

MARCH 27, 2025

State and local taxes Secondary funds and their investors may face various state and local taxes, including income tax, franchise tax, and property tax. These taxes can vary significantly depending on the location of the fund, its investors, and its investments. FIRPTA planning using a U.S.

Taxes