Harness(@HarnessWealth) 's Twitter Profileg
Harness

@HarnessWealth

To provide the next generation of builders confidence in the path to their best financial future.

Tax Prep & Advisory | Wealth Management | Equity | Crypto

ID:1063086587137929221

linkhttp://harnesswealth.com calendar_today15-11-2018 15:09:28

416 Tweets

1,4K Followers

265 Following

Harness(@HarnessWealth) 's Twitter Profile Photo

Thinking about working with a advisor but uncertain of the associated costs? Our latest guide has you covered. Get information on the latest average advisor fees and engagement structures, updated for 2024.
harnesswealth.com/articles/avera…

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In our latest article, we’ll explore 20 tax-saving strategies for 2024, from retirement planning to Qualified Small Business Stock, tax loss harvesting, and more.
harnesswealth.com/articles/ways-…

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'Financial advisory solutions provider Harness introduced its Harness Wealth platform for individuals with complex tax needs.'

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Day One Ventures(@DayOneVC) 's Twitter Profile Photo

Thrilled to be a part of helping Harness grow — congratulations to the team on their $17M round and launch of their new tax client portal, just in time for tax season!
techcrunch.com/2024/03/05/har…

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It’s a big day for Harness.

> We’re featured in TechCrunch
> We’re sharing the news of $17 million in new fundraising
> We’re unveiling Harness for Advisors, our comprehensive tax advisory solutions platform

Our mission is to bring clarity to the advisory process. With…

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Unlock the potential of Client Accounting Services (CAS) with our essential guide for . Explore how CAS can enhance client relationships, streamline operations, and increase your practice's revenue.



harnesswealth.com/articles/clien…

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Join us today 11/14 from 1-2 PM EST for a free webinar hosted by David Snider and Kirk Chisholm. Register below. Hope to see you there!



harnesswealth.com/webinar-novemb…

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🗓️ Tuesday Nov. 14th, 1-2 PM EST

Join Harness CEO David Snider and Kirk Chisholm of Innovative Advisory Group for a free that will help you redesign your practice for 2024.

Click below to register ⬇️ See you there!



harnesswealth.com/webinar-novemb…

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Jeff Weinstein(@jeff_weinstein) 's Twitter Profile Photo

Huzzah! The IRSnews just made digital signatures for 83(b) elections permanent, which means Stripe @Atlas can continue to file 83(b)s on behalf of founders.

It's right there in Part 10. Security, Privacy and Assurance > Chapter 10. Identity Assurance > Section 1. IRS Electronic…

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According to Statista, as of 2023, the average data breach on a US company causes ~$9.5 million in damages.

Discover cybersecurity best practices for CPAs and   firms in this comprehensive guide from Harness Tax.



harnesswealth.com/articles/cyber…

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📊 54% of clients purchase services in bundles or packages.

For solo CPAs and small accounting firms, diversifying your service offerings is more than a strategy—it’s a necessity for long-term success.



harnesswealth.com/articles/diver…

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From industry events to online communities, discover how to build and nurture a robust professional that supports and enriches your solo journey.



harnesswealth.com/articles/maint…

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Klaviyo began trading today on the $NYSE under the ticker $KVYO.

If you're a @Klaviyo employee and were awarded pre- equity, consider joining Harness Wealth to get the tax and financial advice you need to navigate a potential liquidity event.

harnesswealth.com/tech-ipo-acqui…

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Explore the earnings potential of salaried versus solo careers in the industry, with a spotlight on rate-setting strategies and the support Harness Tax offers to solo .

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harnesswealth.com/articles/salar…

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In this guide for solo and small firms, we explore best practices for onboarding new clients, as well as how Harness Wealth can help modernize and add efficiencies to the ever-evolving process.
harnesswealth.com/articles/maste…

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