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Weinstein Spira Blog

 


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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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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.

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Category: Culture


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Determining assets and liabilities, as well as who your beneficiaries are, can go a long way toward planning for the future. Wondering what else to take into account? Check out our new blog!

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Category: Tax

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