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

Harness Wealth

The Harness Marketplace by the Numbers Harness attracts high-value clients with comprehensive planning needs, primarily from industries like tech, healthcare, consulting, and finance, along with business owners from various industries.

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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

Zajac Group

And yet, many recipients of equity compensation struggle to pull the trigger on this otherwise prudent practice. Here are a number of reasons we’ve seen. Reason #1 – Company Loyalty: You don’t want to appear disloyal to the company that created your current wealth.