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The Inflation Reduction Act: What Does it Mean to You?

The Inflation Reduction Act (IRA) became law on August 16, 2022. There are wide-ranging provisions that are intended to reduce the budget deficit, address climate change and clean energy, lower the cost of health insurance and prescription drugs and refo…
By  John Toth The Inflation Reduction Act (IRA) became law on August 16, 2022.  There are wide-ranging provisions that are intended to reduce the budget deficit, address… https://www.weinsteinspira.com/blog/2022/10/inflation-reduction-act-what-does-it-mean-you/

Reference Rate Reform - What You Need to Know

Do you have debt or other agreements that utilize the London Interbank Offered Rate (LIBOR) as the benchmark reference rate? If so, are you prepared for reference rate reform?
By Andy Dube Do you have debt or other agreements that utilize the London Interbank Offered Rate (LIBOR) as the benchmark reference rate?  If so, are you prepared for… https://www.weinsteinspira.com/blog/2022/09/reference-rate-reform-what-you-need-know/

Income Tax Reporting for the Employee Retention Credit

In this blog post, we review the ERC and discuss the income tax implications of receiving the credit.
By Lisa Walther If you are one of the many businesses that have taken advantage of the Employee Retention Credit (ERC) or plan to, you may be wondering about the impact the… https://www.weinsteinspira.com/blog/2022/08/income-tax-reporting-employee-retention-credit/

How to Minimize Tax on Investment Income

When you invest in financial instruments, such as stocks, mutual funds, IRAs/401ks, commodities, and even cryptocurrency, the main goal is to grow your wealth. In many cases, once that initial investment decision is made, people tend to leave it there and…
By Carolyn H. Stanton When you invest in financial instruments, such as stocks, mutual funds, IRAs/401ks, commodities, and even cryptocurrency, the main goal is to grow… https://www.weinsteinspira.com/blog/2022/06/how-minimize-tax-investment-income/

Your Audited Financial Statements: 8 Steps to Success

There are various reasons that a client may need an audit. Learn more from Weinstein Spira's Heather Branham, who has 10+ years of experience.
By Heather A. Branham Working on the audit side of public accounting for 10+ years, I have performed audits of countless sets of financial statements. There are various… https://www.weinsteinspira.com/blog/2022/06/your-audited-financial-statements-8-steps-success/

Creating Transparency in a Benefit Plan Audit

SAS No. 136 has many new requirements that are intended to increase the transparency of the plan’s financial reporting. Learn more in this blog from Denise Woods.
By Denise Woods  After almost a decade of pressure from the Department of Labor (DOL) requesting more transparent reporting and improved quality for ERISA plan audits, the… https://www.weinsteinspira.com/blog/2022/05/creating-transparency-benefit-plan-audit/

1031 Exchanges – What You Need to Know

This blog article will sift through some of the most essential components of U.S. Internal Revenue Code Section 1031. Read now to learn more.
BY KARL WOLPERT U.S. Internal Revenue Code Section 1031 allows real estate investors to swap one property for another and defer recognizing some or all the gain and the… https://www.weinsteinspira.com/blog/2022/04/1031-exchanges-what-you-need-know/

Double Your Fun: Advantages of an Accounting Rotation Program

What’s the right choice for you: tax or audit? In today’s blog post, learn about the advantages of an accounting internship rotation program to start your career on the right foot.
By Joshua Sult Fresh out of college with an accounting degree, armed with an internship and having landed an entry-level job just months ago (both with Weinstein Spira), I… https://www.weinsteinspira.com/blog/2019/11/double-your-fun-advantages-accounting-rotation-program/

New Senior Tax Manager Announced at Weinstein Spira

We are pleased to announce that Jennie Biggs, CPA, has been promoted to senior tax manager.
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce that Jennie Biggs, CPA,… https://www.weinsteinspira.com/blog/2018/07/new-senior-tax-manager-announced-weinstein-spira/

Tips for First-Year Tax Accountants to be Successful

Looking to launch a successful career as a tax accountant? Homer is sharing his two cents about challenges faced by new grads entering the field and how to overcome them.
By Homer Carrillo, Jr. You’ve chosen a great career that, from everything we can see, will always be around. Regardless of technology advances, clients want someone to talk to,… https://www.weinsteinspira.com/blog/2018/05/tips-first-year-tax-accountants-be-successful/

Tax by the Alphabet: A Simplified View of a Tax Accountant’s Busy Season

Ever wondered what exactly 'busy season' entails? Check out following A-Z definitions that will simplify and de-mystify what’s entailed with tax preparation, both behind the scenes and in full view of anyone who has ever filed a tax retu
By Erica Diaz Tax season is hectic for everyone! But imagine how busy tax accountants must be during the months of February, March and April of every year. Being a… https://www.weinsteinspira.com/blog/2018/01/tax-alphabet-simplified-view-tax-accountants-busy-season/

CFO’s Checklist for a Successful New Year

Short-term and long-term planning is critical to the success of any company, as CFOs well know. Business owners and leaders are busy making new plans and tweaking existing ones. Keep the following items in mind when creating your own “to-do” list for 2018…
By Andy Dube “Success often comes to those who have the aptitude to see way down the road.” - Laine Burns      Short-term and long-term planning is critical to the… https://www.weinsteinspira.com/blog/2018/01/cfos-checklist-successful-new-year/

Weinstein Spira Announces New Manager Promotions

Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, has announced three promotions to the firm’s management team.
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, has announced three promotions to the firm’s… https://www.weinsteinspira.com/blog/2017/08/weinstein-spira-announces-new-manager-promotions/

Six Lessons on Improving Business Operations from our Lean Six Sigma Green Belts

Efficiency and productivity, combined with client satisfaction, are major priorities for Weinstein Spira, which is why our team recently began employing the Lean and Six Sigma methodologies. How can you improve your business operations? Read now!
What’s the secret to working efficiently and effectively, while also keeping your paying customers happy? You’ve likely skimmed through dozens of articles surrounding how to be… https://www.weinsteinspira.com/blog/2017/07/six-lessons-improving-business-operations-our-lean-six-sigma-green-belts/