Harness Articles

Financial advisor presenting an evergreen private equity fund strategy on a whiteboard during an investment meeting.

Evergreen Private Equity Funds and How They Differ From Traditional PE Structures

Discover how evergreen private equity funds differ from traditional structures, the advantages they offer, and how they can improve the performance of investment portfolios.

A desk covered with tax forms and economic forecasts reflects the rapid policy shifts of August 15, 2025. This week’s roundup includes IRS turnover, domestic R&D hiring boosts, and early winners and losers from the OB3 tax law.

Tax Advisor Weekly — September 19, 2025

This week’s roundup covers Gen X’s wealth-building gap, new IRS rules targeting crypto payroll and cash businesses, a $141K tax-free retirement strategy, and a deepening debt vs. equity tax crackdown.

A professional woman in a modern office setting attentively listens during a discussion—symbolizing the importance of expert tax guidance when navigating inheritance strategies like the Step-Up in Basis.

What is a Step Up in Basis?

Understand the Step-Up in Basis provision and how to use it effectively to preserve a client’s inherited wealth.

Flat lay of tax documents including W‑2 and W‑4 forms, with a calculator and pen—highlighting upcoming tax form complexity under 2026 payroll changes.

Tax Advisor Weekly — September 12, 2025

This week’s roundup covers new W-2 and W-4 changes under the OB3 Act, Supreme Court escalation over Trump’s tariffs, and deep downward jobs revisions raising concerns about economic health.

73% of Clients Say Trust Is the #1 Priority. Here’s How to Build It Before the First Meeting

How tax advisors can build trust early on with potential clients. Explore the strategies that help enhance your integrity even before your first meeting.

Flagship Report: What High-Income Clients Want from Their Tax Advisors in 2025

Find out what high-income clients are looking for in a tax advisor, with insights from a Harness client survey.

Forklift loading colorful shipping containers onto a cargo truck in a bustling port, symbolizing global logistics, international trade, and tariff-driven supply chain shifts.

Tax Advisor Weekly — September 5, 2025

This week’s roundup covers a potential Fed rate cut, a court ruling against Trump’s tariffs, new tip-tax exemptions, Chinese shipping shifts, and how advisors can guide clients through turbulent policy shifts.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the August 8, 2025 Tax Advisor Weekly. Topics include global tariff escalations, IRS enforcement priorities, and what’s ahead for retirement planning.

Tax Advisor Weekly — August 29, 2025

This week’s roundup covers Trump’s threats over digital taxes, billionaire tax inequities, Social Security COLA pressures, and rebranding of his signature tax law as global trade tensions escalate.

A cargo ship unloads containers stamped with customs codes and tariff declarations. The growing weight of trade taxes and fiscal shifts dominates the headlines this week—alongside Social Security warnings, filing season delays, and more.

Tax Advisor Weekly — August 22, 2025

This week’s roundup covers new steel and aluminum tariffs, a possible delay to tax season, Social Security cuts moving closer, and how tariff revenue may plug Trump tax bill deficits.

A group of professionals seated at a table, reviewing documents together—representing the collaborative planning often involved in setting up an Intentionally Defective Grantor Trust (IDGT) for strategic wealth transfer.

IDGTs Explained: A Powerful Trust Strategy for Tax-Efficient Wealth Transfer

Learn about the unique structure and implementation strategies that allow Intentionally Defective Grantor Trusts (IDGTs) to achieve efficient wealth transfer for high-net-worth families.

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