When is the last time you reviewed your estate documents? Join our estate planning expert, Amy, as she walks you through the important parts of any estate plan and what to consider during 2020.
by Amy Sbrusch, Senior Tax Manager
Our world has been turned upside down, and the year 2020 will forever be remembered as the year of COVID-19. With everything that is… https://www.weinsteinspira.com/blog/2020/10/estate-planning-during-covid-19-era/
High net worth singles need to be actively and creatively thinking about their line of succession and how their estate will be handled. Don’t go at it alone! Pick up a few tips from Amy in this post.
Amy Sbrusch, CPA, Tax Manager
The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married… https://www.weinsteinspira.com/blog/2020/02/estate-planning-tips-high-net-worth-singles/
Being an executor of an estate is an honor but also a big responsibility. Are you up to it? Amy is letting you know your responsibilities as a loved one’s estate executor.
Being an executor of an estate is an honor but also a big responsibility. Are you up to it? Amy is letting you know your responsibilities as a loved one’s estate executor.… https://www.weinsteinspira.com/blog/2019/07/video-executor-responsibilities/
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/