• 713.622.7000
  • Clients
    • Pay Now
    • Client Login
    • Send Secure Email
Weinstein Spira
  • Our People
  • About
    • Our Firm
    • Our Story
    • Our Culture
    • Our Global Network
  • Businesses
    • Industries
      • Auto Dealerships
      • Distributors
      • Manufacturing
      • Oil Field Services
      • Professional Services
    • industries2
      • Real Estate
      • Restaurants and Hospitality
      • Retail
      • Technology
      • Venture Funds
    • Services
      • Audit Services
      • CAAS
      • Employee Benefit Plans
      • International Services
      • Tax Services
  • Individuals
    • Estate Planning
    • Family Office
    • High Net Worth Individuals
    • Tax Services
  • Insights
    • Insights
    • Giving Back
    • Affiliations
  • Careers
    • Open Positions
    • Interns & Graduates
    • Experienced Professionals
  • Contact
Select Page
Estate Planning Basics – Your Family Will Thank You

Estate Planning Basics – Your Family Will Thank You

by Amy Sbrusch and Homer Carrillo | Apr 20, 2023 | Estate Planning

The term “estate planning” may bring angst and hesitation to some, but hopefully this brief write-up will encourage you to start the process. It is a lot simpler to get started than you might think! There are many reasons why families delay important planning related...
What Will Your Legacy Be? Transferring Wealth to the Next Generation

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

by Amy Sbrusch | Apr 24, 2019 | Tax, Estate Planning

“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 Rohn, Entrepreneur and Business Philosopher As life unfolds and businesses evolve, the accumulation of assets grow, from...
Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

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

by Weinstein Spira | Nov 29, 2017 | Tax, Estate Planning

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

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

by Weinstein Spira | Nov 1, 2017 | Tax, Estate Planning

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.  In order to see successful...

Two Money-Management Lessons for Heirs: Quantify and Qualify

by Weinstein Spira | Jun 28, 2017 | Estate Planning, Tax

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 errors may...
  • Tax Manager
  • Audit Manager
  • Senior Tax Accountant
  • Tax Staff Accountant
  • Audit Staff Accountant
  • Staff Accountant Tax/Audit Rotation
  • Senior Auditor

relationships count®

Certified Public Accountants & Business Advisors

Quick Links

  • Client Login
  • Contact Us
  • Careers
  • Meet Our People
  • Privacy Policy
  • Follow
  • Follow
  • Follow
  • Follow

Proud Member of

3773 Richmond Avenue, Suite 900 | Houston, Texas 77046 713.622.7000 713.843.4800 email@weinsteinspira.com

Copyright © 2025 Weinstein Spira & Company, P.C.