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What Advisors Need to Know About IRS Cybersecurity Guidelines

Learn how IRS cybersecurity guidelines help tax advisors safeguard client data, meet compliance, and strengthen trust.

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Business professionals engaged in a meeting at an office, discussing strategies related to the duty drawback program.

Who Qualifies for the Duty Drawback Program (and How to Claim)

Explore the eligibility criteria for the U.S. duty drawback program and how businesses can reclaim up to 99% of import duties on exported goods.

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Tax Advisor Weekly — October 17, 2025

This week’s edition covers 2026 tax bracket updates, shutdown-affected filing deadlines, heightened U.S.-China tariff tensions, and sweeping new subsidies for farmers under the OBBB Act.

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Your Next Client Isn’t Searching Google. Here’s Where They Are.

Discover effective strategies for tax advisors to attract high-income clients through personal recommendations, trust-building, and the use of technology to improve client experiences.

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A sharp-dressed professional in a button-down shirt and blazer, seated on a couch while intently reviewing financial documents—suggesting thoughtful planning and high-level financial strategy.

Mega Backdoor Roth in 2025: Limits, Pitfalls, and High-Income Playbooks

Explore advanced strategies for maximizing your client's tax-free savings with our 2025 guide to Mega Backdoor Roths.

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Federal tax changes

The History of U.S. Tax Policy: Navigating Changes as a Tax Advisor

Explore the transformation of the U.S. tax code over the last four decades, and how platforms like Harness help keep tax advisors abreast of the changes.

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Tax Advisor Weekly — October 10, 2025

This week’s roundup covers startup tax incentives, advisor optimism post-OBBBA, H-1B visa reform, ongoing IRS shutdown impacts, and the finalized 1099-K rule for gig workers.

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A diverse group of professionals seated around a long conference table, engaged in a focused meeting under soft overhead lighting—evoking strategic discussion and collaborative financial planning.

PTE SALT Cap Workarounds in 2025: Who Should Elect, When, and State-by-State Nuances

Explore how pass-through entity tax elections can help business owners in high-tax states manage the SALT cap changes in 2025.

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Tax Advisor Weekly — October 3, 2025

This week’s roundup covers a government shutdown, Trump’s tariffs on movies, ACA premium tax credits, new truck and furniture tariffs, and Amazon’s tax-deductible FTC settlement.

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Tax Advisor Weekly — September 26, 2025

This week’s roundup covers the projected 2026 Social Security increase, IRS phasing out paper refund checks, expiring home energy credits, inflation’s test of the Fed, and expanding tip‑tax clarity.

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