Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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You may be mid-career and saving for retirement or getting ready to jump into a retired lifestyle. Whatever stage you’re in, any tax consultant or financial advisor will tell you, “the best time to plan for that eventuality is now.” This is especially important in the...
Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include. Contact her here if you have any questions about your letter of instruction.
Art Matters It’s no secret that art inspires, relaxes, motivates and even increases the productivity of employees, which is why so many companies line their hallways with framed pieces of art, typically of the generic, corporate artwork variety. While some are higher...
“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.” ~ Jim Rohn, Entrepreneur and Business Philosopher As life unfolds and businesses evolve, the accumulation of assets grow, from...
When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will. Contact her here if you have any questions about your estate planning updates.
After six years of working as an auditor, surviving just as many busy auditing seasons, I have learned how to work in a whole different world that keeps me continually on the go! This experience has led to fine-tuning the contents of my audit bag, so that it holds all...
Prior to acquiring a new company, the focus is on due diligence pertaining to technical and financial issues, such as taxes (discussed in my previous blog post, Essential Tax Considerations Before Acquiring a Target Company). At that stage, there is no time to dive...
Estate planning in 2019 is changing with the tax bill! In the video below, Amy is sharing the new tax updates that may affect you
Weinstein Spira, the mid-market public accounting firm for Houston’s top privately held businesses and high net worth individuals, is proud to announce that Kristin Murray has been elected the firm’s Managing Shareholder. Murray succeeds Dianne Peckham, the firm’s...
As a tax accountant, I virtually “live” in my office. It’s like a home away from home! Unlike field auditors, who sometimes work onsite at client locations, tax accountants can be found sitting in their own office working on client tax returns in a comfortable,...
A company’s financials provide important information regarding current economic wellbeing and, if you know what to look for, can provide information on potential future success or failure. Whether you’re an auditor, a tax accountant, a company looking to acquire...
As HR manager, I talk to every candidate who comes through the door with the hope of landing a position at Weinstein Spira. With respect to public accountants, in particular, we look for people who have certain qualities that will be a good fit for our firm and our...
In my 23 years of auditing Employee Benefit Plans (EBPs), I have found there to be several misconceptions surrounding the EBP audit process. In this article, I would like to help clear the air in hopes of making this process more positive and productive for all...
Resumes are living, breathing documents that need to be kept up-to-date with your latest accomplishments while still fresh in your mind. With online profiles, like LinkedIn, it is ever more important to make changes in real time, so that recruiting search engines are...
As you may know, the new lease standard, ASU 2016-02, Leases (Topic 842), issued by the Financial Accounting Standards Board (FASB) on February 25, 2016, is now effective for public business entities, along with certain not-for-profit entities and employee benefit...
According to Webster’s dictionary, to procrastinate is “to put off intentionally (or habitually) the doing of something that should be done”. The truth is most of us suffer from bouts of procrastination, especially regarding non-preferred tasks. In my experience...
If you have experienced identity theft, you know how devastating it can be. Unfortunately, it’s on the rise, so it behooves us all to pay attention to prevention methods, as no one is immune. The month of January is a high activity period for such scams since thieves...
Need a quick, last-minute recipe to round out your Thanksgiving table? The folks at Weinstein Spira come to your aid with some of our favorite, easy-to-make family recipes. While it’s not an exhaustive list, these mouth-watering dishes are sure to enhance any feast....
If you deal with Excel regularly, then you are probably searching for a quick and easy way to add immediate visual clarity to your spreadsheets. Many Excel files include large amounts of data which are not arranged or presented in any useful graphic fashion....
From working as a corporate receptionist for the last several years, I’ve learned so much about telephone etiquette that I can now share my expertise for the benefit of others. Regardless of your position, answering the phone is a part of everyone’s daily repertoire...
Frequent users of Excel are routinely looking for ways to condense an enormous volume of data into useful information. Proficiency with the pivot table feature in Excel can provide a pivotal method by which to encapsulate numbers into what you and your viewers are...
Collaboration and productivity are considered high priorities in today’s workplace. With so many mobile apps available to support conducting business on-the-go, we are able to work and connect with others from virtually any place that has web access. There are also...
Are you tired of switching between tabs on your single Excel workbook? Want the ability to calculate backward? Fortunately, Microsoft Excel now has functions to solve these demands. In our newest addition to the Excel Hacks series, I will be showcasing the “New...
When most people hear the word ‘accountant,’ their vision is clouded by a set of preconceived notions based on old-school misconceptions about the profession. I’m about to debunk some of the common myths that not only get in the way of having a positive relationship...