Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

Accounting 59

Accounting Clients Compliance Taxes 59

Harness Wealth

DECEMBER 14, 2022

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. We believe that her ability to identify solutions to complex financial service problems and scale companies to address them will make her an extraordinary partner to Harness and our team.

Certified Financial Planner 52

Certified Financial Planner Tax Planning B2B Taxes 52

Harness Wealth

AUGUST 22, 2023

From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business. At Harness Tax , there’s no need to manage lots of subscriptions.

Accounting 52

Accounting Taxes Insurance Startup 52

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. The difference between the fair market value of the acquired asset and the cost basis of the disposed of asset is subject to capital gains tax.

Taxes 59

Taxes Government Assets Accounting 59

Harness Wealth

MAY 31, 2022

She joined as an early employee, has received several equity grants, and has exercised some of her options. The CPA is great, but isn’t particularly familiar with equity compensation or crypto tax treatment. During the recent tax season, she felt like she was educating her CPA on how to handle her equity and digital assets.

Startup 52

Startup Asset Allocation Taxes Accounting 52

Harness Wealth

MARCH 7, 2022

If there’s anything you’d like more clarity on, join us for 1:1 Equity Tax Planning Session. What is the Alternative Minimum Tax (AMT)? . How is my equity taxed if I lived in different states? . Should I be paying estimated taxes? . What is the Alternative Minimum Tax (AMT)? You can sign up here. .

Taxes 52

Taxes Tax Planning Planning Accounting 52

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. Get more free traffic through advisors searching for marketing help on Google.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. According to a 2023 report from the Deloitte Center for Controllership , 34.5%

Accounting 59

Accounting Taxes Clients Communication 59

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. Tom joined Vanguard back in 1988. So let’s talk a little bit about the Advisor Services Division.

Financial Advisor 271

Financial Advisor Clients Taxes Investing 271

Good Financial Cents

APRIL 10, 2023

Being Rich is Limited to Living a Rich Lifestyle I still remember the story of a married couple I worked with as a financial advisor. Fortunes Lost Dennis Rodman Excessive spending, back child support, and legal problems $27+ million Evander Holyfield Excessive spending and tax problems $200+ million Johnny Unitas Excessive spending $3.5+

Investing 109

Investing Investments Assets Accounting 109

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

MAY 18, 2023

Is the Tax Industry in an Unprecedented Era? Though all of this change may seem unprecedented, it has a very relevant analog in one of the taxes sibling professions, financial advisory. The appeal of being an entrepreneurial advisor is strong. A New Era for the Entrepreneurial Tax Advisor?

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

The Big Picture

NOVEMBER 21, 2023

And that would change really everything further, 00:07:43 [Speaker Changed] You joined General Catalyst right out of, out of business school and then Park Capital Management. Wait, 00:08:21 [Speaker Changed] So when you joined General Catalyst, it wasn’t already established? You take it out tax free as well. Completely.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

JANUARY 23, 2024

From the very first day that I joined, I turned down an offer from Hillary Clinton at the time, which, you know, my father’s a risk averse immigrant, so his two pieces of advice for to me were to work at Lehman Brothers for investment banking, good call, and to work for Hillary Clinton, not Barack Obama.

Government 130

Government Startup Manufacturing Investing 130