Venture Funds
CPAs for Venture Funds
Weinstein Spira understands the unique nature of venture funds and complex equity instruments regarding tax issues, compliance and investor goals. Over the years, we have worked with numerous funds to assist with tax minimization and allocation of income.
We consult on fund administration and calculation of fair market values and deferrals, helping you manage fund partner expectations. If partners leave or join a fund, we can answer questions regarding those transactions and recommend tax-smart solutions.
For individuals who manage family wealth based on private equity investments and other vehicles, Weinstein Spira offers estate planning and family office services to help plan ahead for capital gains or wealth transfer.
For more information on ways that Weinstein Spira tailors our services to venture fund clients, contact Brian Franklin, Audit Shareholder.
Industries We Serve
We are comfortable in our tax position because of Weinstein’s approach to risk. After ten years for as complicated as everything is — from taxes to estate matters — they’ve always had the answer with nothing lost in the shuffle. They make it seem so easy, and I know it’s not.
Latest Insights
Father’s Day Edition: Work-Life Balance for Dads
What Does Work-Life Balance Mean to You? As Father’s Day approaches, it is a natural time to reflect on what it means to show up, both at work and at home. Work-life balance can mean something different to everyone. For some, it might mean being able to enjoy your...
Danielle Taylor Joins Weinstein Spira as the Director of Human Resources
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 announce that Danielle Taylor has joined the firm as the Director of Human Resources. Danielle Taylor...
More Than a Month: Making Mental Health Part of Everyday Work Life
Mental health has become a more visible topic in the workplace, especially during May, and that visibility matters. Highlighting mental health helps normalize the conversation and reminds people that support exists. From a human resources (HR) perspective, awareness...
How Can We Help You?