We've got the trailblazing @HarnessWealth galloping into Chicago as a Trailblazer Sponsor for the #TaxRetreat this summer! Big thanks to them for hopping on the wagon for this wild rodeo!
(6/6) Here's to continued innovation, growth, and success in our ongoing mission to reimagine the tax advisory process for everyone involved, especially #TaxTwitter –David
https://t.co/708EdeYsKL
(1/6) I'm very excited to share that @harnesswealth has been featured in @techcrunch today! This article, written by @bayareawriter, highlights two recent achievements of our incredible team:
(5/6) If you're looking for a new sophisticated tax advisor to work with you this annual filing season and year-round, I invite you to visit harness wealth to discover what we've built.
On average, tax preparers in top 100 U.S. cities are planning to increase fees for returning clients by 24% next year. Time to meet with Harness Tax?
https://t.co/EZddwwYZ64
@krdonnelly Sounds like you may be overdue for #HarnessTax. Just send the K-1s our way and we can take care of your return. 19 days until extension/ filing deadline
Selecting a tax advisor? This article is meant for financial advisors to help avoid tax disasters for their clients... though just as applicable for individuals...
https://t.co/PzHq5AEoia
- Best (financial services) biography: American Rascal - The story of how Jay Gould defied adversity (and a lot of rivals out to get him) to build one of Wall Street's big early fortunes
2022 Book Recs / 2023 Book Asks
Finally getting around to an end of year post I had been meaning to write. Looking for new book recs and reciprocally sharing those that had an impact on me last year:
- Best to give to a work colleague: Talent Makers - @dhchait's excellent book on how to create systematic hiring processes that will drive better results for human capital and your company
As you wrap up 2022 and look ahead to the new year, it's a good time to become more familiar with your finances and take steps to set yourself up for success.
We share ideas on how to start off strong in the new year: https://t.co/bzah9XrrKm