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Weinstein Spira Blog

 


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Short-term and long-term planning is critical to the success of any company, as CFOs well know. Business owners and leaders are busy making new plans and tweaking existing ones. Keep the following items in mind when creating your own “to-do” list for 2018.

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Category: Audit


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Generation Z, or those born in 1997 or later, now make up nearly 26% of the country’s population and are about to enter and redirect our workforce. Similar to their millennial peers, Gen Z’ers have unique distinguishing characteristics and behavior patterns and will be bringing a lot to the table.

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Category: Culture


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This month, after fielding questions from clients who were hoping to better understand data, Betsy Calvillo brings you “IsNumber” and “Text to Columns.”

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Category: Audit


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How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. But we can get you started.

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Category: Tax


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We make it a priority to ensure team members are able to participate in volunteerism throughout the year. Inside, you’ll find Elizabeth and Katie’s five reasons why your business should engage in philanthropy year-round, as well.

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Category: Culture


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Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals.

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Category: Tax


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Excel isn’t simply a tool for accountants. We hope you’ll find these hacks helpful within your own industries, roles and workplaces.

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Category: Audit


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With the U.S. Census Bureau reporting that millennials now make up the largest percentage of Americans, we were curious to get their take on taxes. We wanted to know what millennials think about their tax responsibilities, in the first place, and how they feel about reform.

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Category: Tax


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We are pleased to announce that Brandon Waller has joined the firm as an audit manager.

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Category: Our Team


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It’s true what they say about accountants. We practically live in Microsoft Excel. In our new series, we will be bringing you, easy-to-learn “hacks” based on questions our clients often ask or positions we often find ourselves in during our work days.

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Category: Audit

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