Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Abnormal Returns

JULY 15, 2022

podcasts.apple.com) Trey Lockerbie talks with Howard Lindzon about creating startups and investing at full speed. youtube.com) Howard Lindzon talks markets with Lewis Johnson who is CIO of Capital Wealth Advisors. (capitalallocators.com) Corey Hoffstein talks fixed income modeling with Ralph Smith, Head of Research at BlueCove.

Wealth Advisor 228

Wealth Advisor Startup Economy Sales 228

Harness Wealth

MARCH 24, 2023

In this article, we’ll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more. However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor.

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

Harness Wealth

AUGUST 3, 2023

Building Your Financial Foundation Any new business requires some amount of startup capital, and your own CPA firm is no exception. If you’re interested in growing your new accounting practice through the Harness Wealth Advisor Marketplace, schedule a call with our team today.

Accounting 52

Accounting Taxes Clients Planning 52

Harness Wealth

MARCH 9, 2023

Work with a Harness Wealth Advisor If you hold pre-IPO equity in Reddit or any other companies, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.

Planning 52

Planning Taxes Advertising Tax Planning 52

Harness Wealth

MARCH 23, 2023

Work with a Harness Wealth Advisor Whether you are a founder or an early employee at a startup, it’s important that you understand the tax implications of decisions you make today regarding how your company is structured, how and when you’re taxed on stock shares, and when you exercise stock options.

Taxes 52

Taxes Startup Tax Planning Valuation 52

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. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

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Financial Advisor Clients Taxes Investing 274