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Two Money-Management Lessons for Heirs: Quantify and Qualify

In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of erro…
In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and… https://www.weinsteinspira.com/blog/2017/06/two-secrets-successful-heirs-quantify-and-qualify/

Weinstein Spira's Business Development Contest Wins National Honors

Weinstein Spira, a top accounting and business advisory firm, was awarded Best Customized Sales Initiative from the Association for Accounting Marketing.
Weinstein Spira, a top accounting and business advisory firm, was awarded Best Customized Sales Initiative from the Association for Accounting Marketing. This is the second year… https://www.weinsteinspira.com/blog/2017/06/weinstein-spiras-business-development-contest-wins-national-honors/

Understanding the Alternative Minimum Tax to the Max

You’ve likely heard the buzz surrounding President Trump’s tax return since Rachel Maddow revealed a tiny section (just two pages of what was likely thousands) of it on her newscast. This was the first time many Americans heard about the alternative minim…
You’ve likely heard the buzz surrounding President Trump’s tax return since Rachel Maddow revealed a tiny section (just two pages of what was likely thousands) of it on her… https://www.weinsteinspira.com/blog/2017/06/understanding-alternative-minimum-tax-max/