Everyone knows that accountants love structure. A competency roadmap provides that and so much more by delivering precise expectations specifically tailored to every level within an organization. This tool can be utilized in various ways such as understanding and...
The Balancing Act
Weinstein Spira Blog
Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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Tips for Crafting an Effective Resume
In a world of resume advice, there is an abundance of helpful tips and guidance from various sources such as recruiters, HR departments, placement offices, friends and family. However, it is essential to prioritize your own comfort and confidence when creating your...
The Power of the Charitable Contribution Deduction
Donating to charities offers a wealth of benefits that extend far beyond the act of giving. It empowers individuals to make a positive impact on causes they deeply care about. Through charitable contributions, critical resources are given to people in need,...
From Campus to Office: An Intern’s Perspective
Being an intern is undoubtedly challenging. The challenges go beyond first day jitters and wondering if you will fit in. Being an intern also touches a sensitive nerve and creates a question inside. We ask ourselves – “Is all my hard work going to pay off?” Each of us...
Building a Brighter Future: Your Guide to Higher Education Tax Credits and Savings Plans
Today, higher education comes with a large price tag, but it also comes with great rewards. The addition of a college degree to your resume can provide higher earning potential, access to more jobs and more networking and learning opportunities overall. Even with its...
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...
Supporting Employees on Their CPA Exam Journey
The Uniform Certified Public Accountant Exam (CPA exam) is a rigorous and challenging test that accountants must pass to obtain their CPA license. It requires extensive knowledge, dedication and commitment to prepare for and to pass. For decades, public accounting...
Are Client Accounting and Advisory Services (CAAS) For You?
Accounting also personally referred to me once as “the necessary evil”, has a rough reputation. Pocket protectors, ten keys, panty hose, and even maybe an abacus is what people imagine when they think of my profession. Although, not entirely inaccurate, I believe the...
Important Aspects of Your Financial Health
Whether you are just out of school or nearing retirement, a periodic review and update of all aspects of your short-term and long-term financial health is important. When my mother was turning 90, her doctor noticed in an X-ray, a spot on her lungs. The cancer doctor...
Ownership at the Workplace: Empowering Employees to Drive Success
In today's fast-paced business world, companies are always looking for ways to improve their productivity and bottom line. One effective approach is cultivating a culture of ownership at the workplace. When employees feel that they have a stake in the success of their...
The Importance of Mental Health On and Off the Clock
It is no secret that mental health is essential to our overall well-being. Taking care of ourselves both physically and mentally is vital, especially in the workplace where mental health can easily take a back seat to work demands. However, taking the time to care for...
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...
Estate Planning Basics – Your Family Will Thank You
The term “estate planning” may bring angst and hesitation to some, but hopefully this brief write-up will encourage you to start the process. It is a lot simpler to get started than you might think! There are many reasons why families delay important planning related...
All Things Social Unites Hybrid Colleagues
Did you join a company during the pandemic when everyone was working from home? Are you still finding it hard to meet all your colleagues due to different hybrid work schedules? With some people only coming into the office twice a week, it’s possible you may not see...
The Great Tax Sunset: How To Prepare
In December 2017, the Tax Cuts and Jobs Act (TCJA) was passed by Congress and signed by former President Donald Trump. This legislation reduced personal, corporate and estate taxes. Although many corporate tax changes were made permanent, most individual changes will...
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...
International Women’s Day: Balancing Life as a Mom in the Workforce
Flexibility and adaptability to change is key when you’re a mom. I will share a bit about my experience and some tips that have helped me navigate working a full-time job in public accounting and being a parent. I’ve stopped trying to be a “super mom.” That is an...
Importance of Competency Models in Public Accounting
Weinstein Spira’s Culture of Ownership Committee was created with the primary goal of accelerating and supporting our people’s growth and potential. The Committee was recently tasked with establishing a competency roadmap for each department (audit, tax and...
Is ASC 842 Lease Software Worth Utilizing?
Does your company have a significant number of leases? Are you required to apply accounting under Accounting Standards Codification 842, Leases (ASC 842)? If so, you may want to explore purchasing software to assist with accounting for those leases. Lease accounting...
7 Re-Studying Tips After Failing the CPA Exam
Are you facing another round of CPA exams? Don’t know where to begin? Having personally gone through the process multiple times, I know it can seem like an uphill battle, and feel as if you are alone on the field. But there are strategies, resources and other people...
Retirement Plans and the New SECURE 2.0 Act
On December 29, 2022, Congress passed the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act). While SECURE 2.0 aims to make it easier for Americans to save and encourages small businesses to adopt retirement plans, it will also require plan sponsors to take...
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...
The Importance of a Holiday Shutdown
A holiday shutdown is when a business closes shop during a holiday and for a specified period—employees do not work, and business operations cease. Holiday closures during the last week of the year, a time where many businesses close for Christmas and the New Year,...