Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to welcome Ivia Rocafort. As Accounting Manager, Ivia will be responsible for all aspects of financial...
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Weinstein Spira
Weinstein Spira Announces Promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services (CAAS)
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce the promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services...
Weinstein Spira Announces Multiple Manager Promotions
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is excited to announce the promotion of six leaders within the firm. Kelsey Burgess has been promoted to Audit...
Weinstein Spira Promotes Demny, Lee and Smith
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Renee Demny promoted to Tax Manager. Demny has...
Weinstein Spira Promotes Ben Cotlar to Senior Audit Manager
Weinstein Spira, the mid-market public accounting firm for Houston's top high net worth individuals and privately held businesses, is pleased to announce the promotion of Ben Cotlar to the position of Senior Audit Manager. Ben Cotlar has been a valuable member of...
Michael Avant Joins Weinstein Spira as an Experienced Advisory Consultant
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to welcome Michael Avant as an Experienced Advisory Consultant. Avant brings extensive experience and...
Weinstein Spira Announces Launch of New Website
Weinstein Spira is excited to announce the launch of our redesigned website! In a collaboration with Resound Creative, we now have a site that reflects our brand standards and core values with user experience in mind. The new website features a modern design and...
Jovany Cossio Joins Weinstein Spira as Tax Manager
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, has hired Jovany Cossio as a Tax Manager. Cossio brings many years of experience to the firm, with his career in...
Weinstein Spira Promotes Harkness and Mueller
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of two leaders within the firm. Elizabeth Harkness is now a Human Resources Director. Harkness joined...
Weinstein Spira Promotes Branham, Walther and Harrison
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Heather Branham promoted to Senior Audit Manager. As a Senior...
QuickBooks: Tips for New Users
QuickBooks is one of the most popular accounting software programs used by small businesses to keep track of their income and expenses. It is also used inside of many large companies by the bookkeeping department for everyday accounts receivable (AR) and accounts...
Weinstein Spira Celebrates Sixty Years of Making Relationships Count
Weinstein Spira, the Houston public accounting and business advisory firm for discerning high net worth individuals and privately held businesses, is celebrating its 60-year anniversary. Co-founders Stanley C. Weinstein and Joel Spira set out to create a firm that...
Weinstein Spira Promotes Buford, Waller and Giannaccio within Management Team
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is delighted to announce three promotions within the firm’s management team. Amanda Buford is now a senior tax...
Karl Wolpert and Tobias McFaul Admitted as Weinstein Spira Shareholders
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce that Karl Wolpert and Tobias McFaul have been admitted as shareholders. Wolpert began his...
How to be a Successful Mentor to NextGen Accountants
What is a NextGen Mentor? In this context, a NextGen mentor is someone who coaches an employee in the accounting profession, where the person coached has less than five years of experience. Whether you are mentoring Generation X, Y, or Z…being an early career coach is...
Weinstein Spira Hires Two New Managers
Houston, Texas – Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is thrilled to announce that Carolyn Stanton and Heather Branham have joined the firm’s leadership team. “We are excited...
Weinstein Spira Announces Senior Manager Promotions
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce two promotions to the firm’s senior manager level. Amy Sbrusch has been with Weinstein Spira for over 12 years. She...
Weinstein Spira Relocation Provides Growth and Innovation
Weinstein Spira, the public accounting firm for Houston’s top high net worth individuals and privately held businesses, has relocated to the Regions Financial Center in Houston, Texas. Their new address is 3773 Richmond Avenue, Suite 900, Houston, Texas 77046. The new...
PPP Flexibility Act Becomes Law
The Paycheck Protection Program (PPP) Flexibility Act of 2020 (the Act) became law on June 5, 2020. This Act applies only to section 1106 of the CARES Act, which pertains to the forgiveness of PPP loans. The following is a summary of the Act: PPP borrowers have...
The Impact of the CARES Act on Retirement Plans
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) became law on March 27, 2020. The CARES Act provides financial relief to individuals and businesses impacted by the COVID-19 pandemic and contains several provisions that affect retirement plans. The...
The Families First Coronavirus Response Act Summary
Relief Available for Businesses and Individuals The Families First Coronavirus Response Act (the Act), enacted on March 18, 2020, requires employers with fewer than 500 employees to provide a certain amount of paid sick and paid family leave to employees affected by...
The CARES Act Summary
Relief Available for Businesses and Individuals The Coronavirus Aid, Relief, and Economic Security Act (the Act) became law on March 27, 2020. The estimated $2+ trillion and 880-page legislation includes public health spending, immediate cash relief for citizens, a...
April 15 Tax Filing Deadline Extended
Due to the COVID-19 pandemic, the IRS announced that tax returns, originally due on April 15, 2020, will not have to be filed until July 15, 2020. The postponement applies to individuals, trusts, estates, partnerships, associations, companies or corporations with a...
COVID-19 Tax Payment Deferral
Following President Trump’s declaration of a national emergency, Treasury Secretary Steven Mnuchin stated at a press conference on March 17, 2020 that individuals can defer tax payments up to $1 million for 90 days. Corporations can defer up to $10 million of tax...