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 Lisa Rogers, Tax Shareholder or 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
Weinstein Spira Announces Promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services (CAAS)
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 the promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services...
Weinstein Spira Announces Multiple Manager Promotions
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is excited to announce the promotion of six leaders within the firm. Kelsey Burgess has been promoted to Audit...
401(k) Basics: What You Need To Know
For many Americans, saving money for retirement can be challenging. While some employees prefer to take home a few extra dollars rather than participate in their company’s 401(k) plan, many simply do not understand how these plans work or the many benefits that come...
How Can We Help You?