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Estate Planning During the COVID-19 Era

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/

Estate Planning Tips for High Net Worth Singles

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/

Plan Ahead for Your Next Commercial Real Estate Investment

How can you plan ahead for your next commercial real estate investment? Senior Tax Manager, Karl, is sharing his tried and true tips on achieving the best possible outcome.
By Karl Wolpert, Senior Tax Manager Think Before You Invest There are many things to consider before investing in commercial real estate. Realizing that every deal is… https://www.weinsteinspira.com/blog/2020/01/plan-ahead-your-next-commercial-real-estate-investment/

Video: Executor Responsibilities

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/

Maximizing Your Retirement Dollars

How can you maximize your retirement dollars? Karl is sharing six ways to assess your numbers to ensure proper management of your nest egg.
By Karl Wolpert, Tax Manager You may be mid-career and saving for retirement or getting ready to jump into a retired lifestyle. Whatever stage you’re in, any tax… https://www.weinsteinspira.com/blog/2019/05/maximizing-your-retirement-dollars/

Video: What To Include In Your Estate Love Letter

Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include.
Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include. Contact her here if you have… https://www.weinsteinspira.com/blog/2019/05/video-what-include-your-estate-love-letter/

What Will Your Legacy Be? Transferring Wealth to the Next Generation

Wondering what to consider when transferring your wealth to your children and grandchildren? Amy is pointing out some things to think about when planning your legacy.
By Amy Sbrusch, Tax Manager “All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”  ~ Jim… https://www.weinsteinspira.com/blog/2019/04/what-will-your-legacy-be-transferring-wealth-next-generation/

Video: Reasons to Update Your Will

When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will.
When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will. Contact her here if you have any questions about your… https://www.weinsteinspira.com/blog/2019/04/video-reasons-update-your-will/

Transitioning After an Acquisition

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/

Video: 2019 Estate Tax Updates

Estate planning in 2019 is changing with the tax bill! Amy is sharing the new tax updates that may affect you.
Estate planning in 2019 is changing with the tax bill! In the video below, Amy is sharing the new tax updates that may affect you. Contact her here if you have any questions… https://www.weinsteinspira.com/blog/2019/03/video-2019-estate-tax-updates/

10 Ways to Prevent the Grinch from Stealing Your Identity

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/

Essential Tax Considerations Before Acquiring a Target Company

What questions need to be answered before finalizing an acquisition? John is providing you with a list of considerations ahead of completing the deal.
By John Toth, Tax Shareholder It’s best to take a proactive approach at the front end when planning to acquire a target company. Any acquisition is an event that requires… https://www.weinsteinspira.com/blog/2018/08/essential-tax-considerations-acquiring-target-company/

Run Your Life Like a Business - Budget Wisely

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/

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. Shareholder, Head of Tax Department You’ve chosen a great career that, from everything we can see, will always be around. Regardless of technology… https://www.weinsteinspira.com/blog/2018/05/tips-first-year-tax-accountants-be-successful/

Keys to a Strong International Referral Network

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 Globalization 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/

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 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/

The Tax Reform Journey - Individual and Business Implications

While the current tax year filings (for 2017) will mostly be “business as usual,” it behooves us to start thinking and planning ahead in order to be prepared for next year, when the heavy lifting will occur.
By Homer Carrillo, Jr. Shareholder, Head of Tax Department We’ve all waited with bated breath and now it’s finally a done deal. After much anticipation and back and forth… https://www.weinsteinspira.com/blog/2018/01/tax-reform-journey-individual-and-business-implications/

Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. …
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family?… https://www.weinsteinspira.com/blog/2017/11/tip-iceberg-wealth-transfer-tools-setting-future-generations-financial-success/

Year-End Tax Strategies to Set Your Family Office Up for Success in 2018 and Beyond

Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals.
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves… https://www.weinsteinspira.com/blog/2017/11/year-end-tax-strategies-set-your-family-office-success-2018-and-beyond/

Tax Reform According to Millennials

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/

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