Nerd's Eye View

OCTOBER 28, 2024

continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. What is the Lifetime Gift Tax Exemption? million ($27.22

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Harness Wealth

APRIL 17, 2023

In this article, we’ll discuss: Who Pays the Alternative Minimum Tax? If you live in one of these states, it’s essential to be familiar with the state-specific AMT rules, and other state-level tax implications to minimize your overall tax liability. Tax services provided through Harness Tax LLC.

Taxes 52

Taxes Tax Planning Planning Investing 52

Harness Wealth

JUNE 23, 2023

Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness Wealth” Harness Wealth Advisers LLC is an internet investment adviser registered with the Securities and Exchange Commission (“SEC”).

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52