Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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What's the secret to working efficiently and effectively, while also keeping your paying customers happy? You’ve likely skimmed through dozens of articles surrounding how to be more efficient, or what measures to take for a more efficient workplace in hopes of finding...
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...
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...
Weinstein Spira, a top accounting and business advisory firm, was awarded Best Customized Sales Initiative from the Association for Accounting Marketing. This is the second year in a row the firm has been recognized in the business development category. The customized...
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. Perhaps this was the first time many Americans heard about the alternative minimum...
At Weinstein Spira, we recognize the importance of getting out of the office to serve others. Doing it together, as a group, only makes the impact greater. Our community service Impact Days allow us work together, assume duties we don’t normally perform, socialize...
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. Generally, these services increase the reliability of financial information which...
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. Employees today have high expectations of what information they...
On Wednesday, April 26, the White House issued its goals and priorities for tax reform in a one-page proposal of bullet points entitled “2017 Tax Reform for Economic Growth and American Jobs: The Biggest Individual and Business Tax Cut in American History.” While...
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? The technical components involved in an audit – especially steps and procedures in place...
We all know career growth and development is a top factor in employee job satisfaction, so we at Weinstein Spira aim to empower our team members to keep learning, not just as interns but well after they finish their degree. Here are some of the development...
Our estate planning team understands how important preserving wealth can be for future generations of loved ones. If your estate is over a certain dollar threshold, your tax due can be significant, so early planning is even more beneficial. Determining assets and...
In case you missed it in our last blog post, Weinstein Spira was again named one of the Houston Chronicle’s Top Workplaces! As one of Houston’s top accounting firms for the mid-market, our enthusiasm for developing strong rapports starts with our teammates, from...