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.

Contact her here if you have any questions about your estate planning updates.

Tax Tips for Self-Employed Individuals

In this blog, we will dive into tips to effectively tackle your taxes if you are self-employed. We will investigate who qualifies as self-employed, the tax implications and what applicable deductions can help you save during tax time. Who Is Considered Self-Employed?...

401(k) Basics: What You Need To Know

For many Americans, saving money for retirement can be challenging. While some employees prefer to take home a few extra dollars rather than participate in their company’s 401(k) plan, many simply do not understand how these plans work or the many benefits that come...

Securing Your Financial Retirement Future

While saving for the future may not always be a priority in conversations with family and friends, it holds significant importance for various reasons. Although some may view saving ahead as a necessary burden, the best advice is to simply start this financial...

Improving Efficiency with the Tax Preparation Coordinator Role

At Weinstein Spira, like many accounting firms, we face periods of significant amounts of work due to compression near tax filing deadlines. To address this, our firm has invested valuable time and effort to identify a solution: the Tax Preparation Coordinator (TPC)...

The Dirty Dozen Scams of 2023

Every year the Internal Revenue Service (IRS) publishes a list of taxpayer scams and tax avoidance schemes they call the “Dirty Dozen.” These fraudulent practices pose serious risks such as the loss of personal data, money and more. Although these scams peak during...

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