Harness Wealth

JANUARY 24, 2023

All three of these states have no state income tax, no tax on unearned or investment income, and high quality of life that cater to a variety of different lifestyles from skiing to sunbathing. However, it’s important to note that while residing in any of these states, you will still be obligated to pay federal taxes.

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Harness Wealth

FEBRUARY 20, 2024

Licensed EAs can work for a range of companies including public account firms, small accounting and tax firms, banks, and investment or law firms. When to work with an EA As tax specialists, EAs are granted unlimited representation rights by the IRS and are authorized to represent clients for audits, collections, and appeals.

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Harness Wealth

JUNE 9, 2023

A financial plan is a comprehensive blueprint designed to help you meet your financial goals, whether that’s achieving a comfortable retirement, sending your kids to college, or planning for unforeseen events. It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

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Harness Wealth

MARCH 5, 2024

It’s important to note that tax advisors include three types of tax professionals : Certified Public Accountants (CPAs) Enrolled Agents (EAs) Tax Attorneys All three may offer different fee structures depending on the services offered and their firm’s unique expertise.

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Taxes Tax Planning Ethics Education 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.

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Bell Investment Advisors

JUNE 16, 2022

For example, an estate planning goal of reducing your net worth may call for a lump-sum gift. But if the bulk of your money is in retirement accounts, that might not be wise from a tax perspective. Some give up to the annual gift tax exclusion amounts as holiday gifts as part of year-end tax planning.

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Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Assets Under Management (AUM) Investment advisors often charge a fee based on the percentage of assets under management.

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