Harness Articles

Selective focus shot of plants with green leaves in a field at daytime.

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.

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.

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.

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.

Exterior of the Internal Revenue Service building in Washington, D.C., showing its stone façade and entrance pillars.

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.

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.

Government building façade with multiple national flags flying in front, evoking the imagery of federal authority, national closure, and institutional powers.

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.

Close-up of accountant using laptop and calculator with digital tax icons.

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.

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.

← Newer articles

Older articles →