What can you expect after an acquisition? John is outlining how to proceed during those first few days with employees, processes, benefits and more in this blog post.
By John Toth, Tax Shareholder
Prior to acquiring a new company, the focus is on due diligence pertaining to technical and financial issues, such as taxes (discussed in my… https://www.weinsteinspira.com/blog/2019/03/transitioning-after-acquisition/
Do you how to protect your single most valuable piece of information - your social security number? Jennie is giving you 10 ways to keep the Grinch away from your ID and the tax refund you deserve!
by Jennie D. Biggs, Tax Manager
If you have experienced identity theft, you know how devastating it can be. Unfortunately, it’s on the rise, so it behooves us all to pay… https://www.weinsteinspira.com/blog/2018/12/10-ways-prevent-grinch-stealing-your-identity/
Individuals and families can benefit from the disciplined practice of preparing a personal/household budget on an annual basis. What should you consider? Learn here!
By Amy Sbrusch, Tax Manager
Every company goes through an annual planning and budgeting process to operate their business, so they are able to meet both fixed and capital… https://www.weinsteinspira.com/blog/2018/07/run-your-life-business-budget-wisely/
Today’s marketplace is more globalized than ever before, with other countries investing in the United States and vice versa. Whether you want to build “inbound” or “outbound” business relationships with foreign companies, it is advantageous to have a stro…
By Tobias McFaul, Cross-border Tax Advisor and Manager
Today’s marketplace is more globalized than ever before, with other countries investing in the United… https://www.weinsteinspira.com/blog/2018/04/keys-strong-international-referral-network/
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 Manager
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.… https://www.weinsteinspira.com/blog/2018/01/tax-alphabet-simplified-view-tax-accountants-busy-season/
With the U.S. Census Bureau reporting that millennials now make up the largest percentage of Americans, we were curious to get their take on taxes. We wanted to know what millennials think about their tax responsibilities, in the first place, and how they…
Tax reform. Will it happen? Will it be good for our country? What do you know or what are you hoping to see? With the latest reports stating that legislators are aiming to have a… https://www.weinsteinspira.com/blog/2017/10/tax-reform-according-millennials/
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/
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/
While you’ve likely already seen a barrage of information and speculation surrounding the President Trump's proposed tax reform plan, keep in mind that this is a proposal, with very few details surrounding implementation. In this blog, we've outlined the …
On Wednesday, April 26, the White House issued its goals and priorities for tax reform in a one-page proposal of bullet points entitled “2017 Tax Reform for Economic Growth and… https://www.weinsteinspira.com/blog/2017/05/note-president-trumps-proposed-tax-reform-plan/
Determining assets and liabilities, as well as who your beneficiaries are, can go a long way toward planning for the future. Wondering what else to take into account? Check out our new blog!
Our estate planning team understands how important preserving wealth can be for future generations of loved ones. If your estate is over a certain dollar threshold, your tax due… https://www.weinsteinspira.com/blog/2017/03/never-underestimate-power-estate-planning/