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. We have worked with numerous funds over the years 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 also 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.

Monica Benton

COO, Pacific Strategic Investors Corp.

Latest Insights

The Advantages of a College Internship

The Advantages of a College Internship

In the journey of higher education, internships stand as milestones, offering a blend of academic enrichment and real-world application. They offer students a chance to explore their chosen career path and to better prepare them for the challenges that lie ahead...

The Impact of Being Involved In a CPA Association

The Impact of Being Involved In a CPA Association

Numerous associations cater to a wide range of interests, uniting individuals who share common passions and experiences. Within this diversity of associations, the CPA association often gets overlooked. Achieving the status of a Certified Public Accountant (CPA)...

What Happens After Passing The CPA Exam?

What Happens After Passing The CPA Exam?

Congratulations on passing the CPA exam! Now, what’s next? Fortunately, you have completed the hardest part of becoming a certified public accountant, passing the exams. Now follows the legal process to adding those three major letters after your name. In this blog,...