Harness Articles

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What Tax Firms Need to Know About the IRS Voluntary Disclosure Program

Everything tax professionals need to know about the IRS Voluntary Disclosure Program and how to guide clients through it.

Two business professionals in a meeting, attentively listening and taking notes—reflecting the strategic conversations financial advisors have when weighing the tax advantages of asset location versus allocation. Link: https://www.pexels.com/photo/businessmen-in-a-meeting-8729815/

Asset Location vs Asset Allocation: Which Has More Tax Impact for Your Client?

Strategic asset location can often improve tax efficiency and preserve wealth more effectively than traditional asset allocation. Explore the key tax strategies at play in investment optimization.

Two businessmen engaged in a serious conversation, one holding a document—capturing the negotiation and planning phase of structuring a business sale with installment tax treatment.

How to Use the Installment Sale Tax Treatment to Defer Taxes on Business Exits

Discover how installment sales can help business owners defer taxes during exits, reduce overall tax burdens, and maximize proceeds through strategic payment planning.

Private Equity Explained in Everyday Terms

Learn about private equity, its benefits, its tax implications, and how platforms like Harness can help you invest more effectively.

How to Optimize Your Book of Business Post-Tax Season

Explore three essential strategies you can pursue post-tax season to optimize your book of business.

Grandparents crafting with their granddaughter at home—representing legacy planning and the importance of utilizing estate tax exemption portability to protect wealth for future generations.

Portability of Estate Tax Exemption: What You Should Tell Your Married Clients Before It’s Too Late

Discover the importance of estate tax portability for married couples. Learn how to protect your family's financial legacy, the urgency of electing portability, and key strategies to maximize tax savings before the 2026 exemption reduction.

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Tax Advisor Weekly – June 23, 2025

This week’s Tax Advisor News Roundup covers major state tax changes and emerging questions around online sports betting revenue. Plus, the IRS faces staffing cuts, and the AICPA offers key policy recommendations.

Ways to Integrate AI into Your Tax Practice

Discover how to integrate AI into your tax practice for improved efficiency and greater business growth.

Mature business people discussing business strategy

Tax Advisor Weekly – June 9, 2025

This week we cover state beer taxes reach 40% of retail prices, the Senate confirms a new IRS commissioner, SALT deduction debates continue, and a proposed education credit raises concerns over donor incentives.

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Explore the causes of the U.S. tax talent shortage, effective acquisition strategies, and how platforms like Harness can help firms bridge the gap.

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