Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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Every year the Internal Revenue Service (IRS) publishes a list of taxpayer scams and tax avoidance schemes they call the “Dirty Dozen.” These fraudulent practices pose serious risks such as the loss of personal data, money and more. Although these scams peak during...
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...
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...
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,...
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...
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, 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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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, 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...