Harness Wealth

AUGUST 13, 2025

This article explores how these enduring changes create exceptional opportunities for tax reduction across estate planning, business ownership, and real estate investment—and why timely implementation is crucial. Estate planning opportunities under the new legislation Estate planning is a major component of the OBBB.

Taxes

WiserAdvisor

JUNE 16, 2025

Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. Additionally, you also need to consider domestic disputes and estate planning issues related to property.

Wealth Management

Nerd's Eye View

MAY 5, 2025

This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)

Financial Planning

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. Here are 101 action items.

Financial Planner

Carson Wealth

JANUARY 4, 2024

Look for startups and opportunities that will let you grow and flourish. If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. Set aside time for financial planning to help you feel more confident about how you’re managing your money.

Financial Planning

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions.

Taxes

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor

Harness Wealth

MARCH 5, 2024

A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A small business tax advisor may charge $2,000 to prepare and file taxes for a newly created startup that qualifies for a range of tax deductions and credits.

Taxes

The Big Picture

OCTOBER 19, 2022

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. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?

Clients

Harness Wealth

JANUARY 24, 2023

QSBS recognition for startup founders If you’re a startup founder, one of the most important tax considerations for you will be Qualified Small Business Stock (“QSBS”) Recognition. Maryland is the only state that imposes both estate and inheritance taxes. These state taxes range from 0.8% million or more.

Startup

The Big Picture

JUNE 11, 2024

And at, at some point, the people that were running the fi, financial planning department for creative planning, which was a sister company to an insurance company, there were three guys that were selling disability insurance to physicians in Kansas City. And I think, like we were doing financial planning without a separate fee.

Planning

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. So please subscribe!

Investments

Harness Wealth

JANUARY 17, 2025

Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. Ask a tax professional how they can adapt their offerings to fit your personal financial goals, or those of your business, depending on your filing needs.

Taxes