Harness Wealth

OCTOBER 8, 2024

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. Many clients are in the wealth accumulation phase of life and need help setting a foundation to successfully manage their finances for years to come.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Harness Wealth

JUNE 5, 2024

Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness. Tax related services provided through Harness Tax LLC.

Taxes 64

Taxes Clients Planning Tax Planning 64

Zajac Group

MARCH 3, 2023

Interchangeably referred to as performance awards, performance shares, or performance units, similarities among performance stock awards (PSAs) can vary greatly from there. [1] Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware.

Taxes 52

Taxes Tax Planning Planning Executive Compensation 52

Harness Wealth

JUNE 1, 2023

Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation. This plan may cover estate and retirement planning, college savings, debt management, and more. Tax services provided through Harness Tax LLC.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52