Remove Certification Remove Compensation Planning Remove Consulting
article thumbnail

What is an 83(i) Election and How Do You You File One?

Harness Wealth

As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs.

Taxes 52
article thumbnail

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

Harness Wealth

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Section 4: Advisors The Advisors section shows your firm’s advisors’ headshots, LinkedIn profiles, certifications, and years of experience.

Taxes 52
article thumbnail

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.