Harness Wealth

MAY 8, 2025

Whether you are contemplating forming an LP or already operate one, gaining clarity on tax matters can optimize your financial outcomes and ensure compliance with state and federal regulations. Identifying and leveraging these opportunities is a vital part of effective tax planning.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. This article should not be considered tax or legal advice and is provided for informational purposes only. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Compliance Accounting Numbers 52

WiserAdvisor

FEBRUARY 19, 2024

Strategically coordinating the timing of Social Security filings allows both partners to optimize their benefits and fosters a more equitable distribution of retirement resources. It may help to consult with a financial advisor and carefully weigh the pros and cons before making this impactful decision.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential. There is one opportunity left to lower your tax bill this year.

Taxes 40

Taxes Retirement Accounting Tax Planning 40

WiserAdvisor

SEPTEMBER 8, 2023

You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. Engaging in careful tax planning is essential to navigate this potential tax challenge. Matched advisors are all registered with FINRA/SEC.

Retirement 45

Retirement Retirement Planning Financial Advisor Budgeting 45

WiserAdvisor

NOVEMBER 6, 2023

You may consult with a professional financial advisor who can help suggest suitable investing strategies that align with your risk tolerance, future goals, and needs. Pay attention to taxes Recognizing the potential impact of taxes on your investments is crucial, given the substantial sum of $100,000.

Investing 40

Investing Investments Financial Advisor Taxes 40

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. This article should not be considered tax or legal advice and is provided for informational purposes only. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Compliance Accounting Numbers 52

Harness Wealth

APRIL 29, 2025

Key takeaways Tax-advantaged accounts like IRAs offer powerful benefits for investment transactions, protecting gains from immediate taxation, and allowing for tax-free trading activity. Since these entities do not issue stock, they must pursue alternative transaction structures, adding another layer of complexity to your tax planning.

Taxes 52

Taxes Investing Investments Sales 52