Harness Articles

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6 Change Management Processes to Maximize Team Value

Explore how tax advisory firms can effectively manage industry transformations through change management processes that improve client relationships and team value.

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Spousal Lifetime Access Trust (SLAT)—What Is It and How Does It Work?

A Spousal Lifetime Access Trust (SLAT) offers high-net-worth couples a tax-efficient way to transfer wealth while maintaining indirect access to assets. Learn how SLATs work, key benefits, risks, and why these trusts matter ahead of potential estate tax changes in 2026.

How Asset Location Helps You Reduce Taxes

Asset location is a tax strategy that helps investors place the right investments in the right accounts to reduce taxes and increase after tax returns. Learn how asset location works, why it matters and how to build a tax efficient investment plan.

Why Year-Round Tax Planning Is So Important

Year-round tax planning helps you reduce surprises, avoid penalties, uncover tax saving opportunities and prepare for changing tax laws. Learn why ongoing tax planning matters and how proactive strategies can improve your financial outcomes.

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7 Strategies to Future-Proof Your Tax Firm in 2026

From technology deployment to nurturing a culture of continuous adaptation, we look at how to keep tax firms competitive in a rapidly evolving industry.

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Digital Transformation for Tax Firms: A 2026 Guide

Explore how tax firms can effectively manage digital transformation in 2026 with strategic technology investments, leadership alignment, and a focus on balancing automation with human expertise.

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What Businesses Need to Know About Working Papers

Explore how working papers not only deliver compliance for tax firms but also help preserve institutional knowledge and open the doors to advisory opportunities.

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How to Ease the Tax Busy Season in 2026

Discover how tax firms can handle the challenges of the tax season with technology adoption, year-round client engagement, and proactive staffing models.

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How to Use ChatGPT in Your CPA Firm in 2026

Explore how CPA firms can use ChatGPT to enhance operations, improve client services, and ensure data security in 2026.

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Too Small to Offer Advisory Services? Think Again.

Advice on how small tax firms can use client relationships and technology to build scalable advisory services.

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