The Balancing Act

Weinstein Spira Blog

Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.

Top Categories:           Culture          Tax          Audit          Our Team          Employee Benefit Plan Audits

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Culture

Important Aspects of Your Financial Health

Important Aspects of Your Financial Health

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...

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The Great Tax Sunset: How To Prepare

The Great Tax Sunset: How To Prepare

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...

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7 Re-Studying Tips After Failing the CPA Exam

7 Re-Studying Tips After Failing the CPA Exam

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...

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The Importance of a Holiday Shutdown

The Importance of a Holiday Shutdown

A holiday shutdown is when a business closes shop during a holiday and for a specified period—employees do not work, and business operations cease. Holiday closures during the last week of the year, a time where many businesses close for Christmas and the New Year,...

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Owning Your Communication Style

Owning Your Communication Style

You have heard it a thousand times— “communication is important.”  But communication styles, like pant styles, vary among generations, genders, and level of authority. Most people think they are expressing their thoughts in a way that everyone understands,...

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Top Three Reasons to Pass the CPA Exam

Top Three Reasons to Pass the CPA Exam

Almost every accounting professional has considered taking the CPA exam, but the time, energy and stress that comes with passing all four sections can make it easy to push aside.  Studying for the exam is a challenge but it’s also a marker of your competence, work...

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A Day in the Life of an Accountant

A Day in the Life of an Accountant

What is the typical day like for a staff accountant at Weinstein Spira? I am glad you asked! As a staff accountant who rotates between tax and audit, I can speak about my typical day, noting that things vary depending on the season and whether I am working from home...

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