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Weinstein Spira Blog

 


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Efficiency and productivity, combined with client satisfaction, are major priorities for Weinstein Spira, which is why our team recently began employing the Lean and Six Sigma methodologies. How can you improve your business operations? Read now!

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Category: Tax


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Are you behind the benefit plan audit eight ball? With the July 31st Form 5500 filing deadline fast approaching, are you missing your company’s audit report to attach to the filing? Perhaps you didn’t realize your company had an audit requirement or maybe the deadline crept up faster than you anticipated. Fortunately, you have options.

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Category: Audit


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In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of errors may increase. Responsible heirs know two simple, but critical, rules of fiscal stewardship: quantify what you really have to live on and qualify what a rewarding or comfortable lifestyle means to you.

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Category: Tax


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Weinstein Spira, a top accounting and business advisory firm, was awarded Best Customized Sales Initiative from the Association for Accounting Marketing.

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Category: Awards


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You’ve likely heard the buzz surrounding President Trump’s tax return since Rachel Maddow revealed a tiny section (just two pages of what was likely thousands) of it on her newscast. This was the first time many Americans heard about the alternative minimum tax (or AMT for short), and we're here to help you understand it.

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Category: Tax


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We recognize the importance of getting out of the office to serve others. Doing it together, as a group, only makes the impact greater.

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Category: Culture


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Conducting proper due diligence is an important aspect of mergers and acquisitions (M&A) deals, and performing an audit can greatly improve the standing of both the buyer and seller.

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Category: Audit


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The concept that “communication is key” is nothing new. However, it is becoming increasingly important in an era where the need for communication is constant, and the means of communication are endless.

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Category: Culture


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While you’ve likely already seen a barrage of information and speculation surrounding the President Trump's proposed tax reform plan, keep in mind that this is a proposal, with very few details surrounding implementation. In this blog, we've outlined the proposed changes for businesses and individual taxpayers, alike, as well as the details still pending.

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Category: Tax
Tags : Tax Reform


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Do you have a friend or family member that is an auditor? No - not an IRS auditor, an external auditor? Have you ever wondered what auditors do during their infamous busy season? Click here to find out!

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Category: Audit
Tags : Busy Season

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