๐Ÿ“š Resources & insights

Practical guides for multi-entity owners.

Tax strategy. Estate planning. Multi-entity bookkeeping. The CPA Partner playbook. Real numbers, real workflows.

The first AI-native estate planning platform is here. Here's what changes.

April 2026 ยท 8 min read

For 30 years, your trust document lived in a drawer. Your CPA had a copy. Your attorney had a copy. Your spouse maybe knew where the original was. Now drag a Trust PDF into HaraPro and our AI extracts the grantor, trustees, beneficiaries, HEMS standards, and tax elections in 30 seconds โ€” and links it to the entities and accounts it governs. Here's the full story behind why we built it.

Read the announcement โ†’
๐Ÿ›๏ธ
๐Ÿ—„๏ธ

Why your CPA still emails you signed PDFs (and why that's over)

May 2026 ยท 6 min read

Email is not document management. We did the math: the average HNW family has 47 critical financial documents in 4+ different inboxes and 3+ cloud drives. Here's what File Vault changes โ€” and why version history matters more than you think.

Read more โ†’
๐Ÿ“œ

The 11 estate documents every multi-entity owner should have (and why most don't)

May 2026 ยท 9 min read

A trust isn't enough. A pour-over will isn't enough. You need a Durable POA, a Health Care Surrogate, a HIPAA authorization, a Living Will, and a Personal Property Memorandum that gets updated. Here's the full checklist.

Read more โ†’
๐Ÿ’ฐ

Solo 401(k) vs SEP IRA vs Defined Benefit: the high-income founder's playbook

May 2026 ยท 11 min read

If you're a 1099 consultant, S-Corp owner, or freelance founder making $200K+, your retirement contribution strategy is leaving money on the table. We model three real scenarios and show the tax math.

Read more โ†’
๐Ÿค

The CPA Partner Program math: turning 20 HNW clients into $28K of recurring revenue

May 2026 ยท 7 min read

15% to 25% recurring revenue share. White-label your firm's domain. Per-client feature control. Here's how a 12-person CPA practice in Denver added $34K/yr in 90 days โ€” and what they wish they'd known sooner.

Read more โ†’
๐Ÿ’Ž

Tracking Oil & Gas IDC deductions across multiple entities (without losing your mind)

June 2026 ยท 10 min read

O&G partnerships generate Intangible Drilling Cost deductions that can offset active income. But tracking them across multiple LLCs, K-1s, and tax years is a nightmare in QuickBooks. Here's a better workflow.

Read more โ†’
๐Ÿš—

The Turo host's tax stack: ยง179, ยง280F, vehicle-level P&L, and what your CPA misses

June 2026 ยท 8 min read

Running a Turo fleet means heavy SUV ยง179 deductions, mileage tracking across 5+ vehicles, platform-fee categorization, and per-vehicle profitability. Here's how to set it up correctly from day one.

Read more โ†’ See the full Turo tax stack โ†’
๐Ÿ“Š

The deduction simulator changes everything. Here's why.

June 2026 ยท 6 min read

Most CPAs find deductions in March, after the spending decisions are already made. What if you could simulate the tax impact of a $65K SUV before you sign the lease? That's what HaraPro does โ€” and the behavioral change is dramatic.

Read more โ†’
โš–๏ธ

HEMS distribution standards explained (and why "ascertainable" matters for your trust)

June 2026 ยท 9 min read

"Health, Education, Maintenance, and Support" is a legal standard with significant tax implications. We break down what HEMS means, when to use it, and how HaraPro extracts and tracks it from your trust documents automatically.

Read more โ†’
๐Ÿ”

The expiring document problem: insurance, licenses, advance directives, and what slips

July 2026 ยท 5 min read

Your homeowners policy renews annually. Your CCW expires every 5 years. Your Health Care Surrogate has no expiration but should be reviewed every 3. Here's how File Vault expiration alerts catch what no calendar does.

Read more โ†’

Get the resources straight to your inbox.

One email per week. Practical guides, tax planning ideas, estate workflow tips, and the occasional product update. No spam. Unsubscribe anytime.

We'll never sell your email. Privacy policy