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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/

Successful Accounting Records for Restaurants

How can restaurant owners ensure accurate financial information? John is sharing his formula for successful accounting records in this blog post.
By John Toth It is important for a restaurant to have successful accounting records, especially in the beginning, start-up phase and when making critical decisions that… https://www.weinsteinspira.com/blog/2021/10/successful-accounting-records-restaurants/

Tips on Accounting for Tips

Accounting for tips and gratuity receipts can be tricky. Ryan is sharing his top tips for restauranteurs in this blog post.
By Ryan Graeter Despite current challenges regarding the pandemic, whether offering carry-out or dine-in options, restaurants remain a mainstay in many communities around… https://www.weinsteinspira.com/blog/2021/08/tips-accounting-tips/

Cost Segregation for Restaurants and Hotels

Do you need a cost segregation study? John is going over what this study does, when to conduct it and the benefits for restaurant and hotel owners in today’s blog post.
By John Toth Need a Cost Segregation Study? If you own a restaurant or hotel establishment, the answer most certainly could be “YES!” As a tax accountant with clients in… https://www.weinsteinspira.com/blog/2021/07/cost-segregation-restaurants-and-hotels/

QuickBooks: Tips for New Users

Jumping into a new software can be intimidating. If you are a new user to QuickBooks, do not miss Lisa’s top tips for using the software on the blog today.
By Lisa Walther QuickBooks is one of the most popular accounting software programs used by small businesses to keep track of their income and expenses. It is also used… https://www.weinsteinspira.com/blog/2021/03/quickbooks-tips-new-users/

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 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 happening around us,… 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.
By Amy Sbrusch The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married individuals, all assets… 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 Think Before You Invest There are many things to consider before investing in commercial real estate. Realizing that every deal is different and each… 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 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 consultant or financial… 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 Prior to acquiring a new company, the focus is on due diligence pertaining to technical and financial issues, such as taxes (discussed in my previous blog… 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 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 attention to… 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 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 careful consideration… 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 Every company goes through an annual planning and budgeting process to operate their business, so they are able to meet both fixed and capital expenses—making… 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. 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/

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 Globalization Today’s marketplace is more globalized than ever before, with other countries investing in the United States and vice versa. Whether you… https://www.weinsteinspira.com/blog/2018/04/keys-strong-international-referral-network/

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