Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
Top Categories: Culture Tax Audit Our Team Employee Benefit Plan Audits
Weinstein Spira is excited to announce the launch of our redesigned website! In a collaboration with Resound Creative, we now have a site that reflects our brand standards and core values with user experience in mind. The new website features a modern design and...
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...
Did you join a company during the pandemic when everyone was working from home? Are you still finding it hard to meet all your colleagues due to different hybrid work schedules? With some people only coming into the office twice a week, it’s possible you may not see...
In December 2017, the Tax Cuts and Jobs Act (TCJA) was passed by Congress and signed by former President Donald Trump. This legislation reduced personal, corporate and estate taxes. Although many corporate tax changes were made permanent, most individual changes will...
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, has hired Jovany Cossio as a Tax Manager. Cossio brings many years of experience to the firm, with his career in...
Flexibility and adaptability to change is key when you’re a mom. I will share a bit about my experience and some tips that have helped me navigate working a full-time job in public accounting and being a parent. I’ve stopped trying to be a “super mom.” That is an...
Weinstein Spira’s Culture of Ownership Committee was created with the primary goal of accelerating and supporting our people’s growth and potential. The Committee was recently tasked with establishing a competency roadmap for each department (audit, tax and...
Does your company have a significant number of leases? Are you required to apply accounting under Accounting Standards Codification 842, Leases (ASC 842)? If so, you may want to explore purchasing software to assist with accounting for those leases. Lease accounting...
Are you facing another round of CPA exams? Don’t know where to begin? Having personally gone through the process multiple times, I know it can seem like an uphill battle, and feel as if you are alone on the field. But there are strategies, resources and other people...
On December 29, 2022, Congress passed the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act). While SECURE 2.0 aims to make it easier for Americans to save and encourages small businesses to adopt retirement plans, it will also require plan sponsors to take...
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of two leaders within the firm. Elizabeth Harkness is now a Human Resources Director. Harkness joined...
A holiday shutdown is when a business closes shop during a holiday and for a specified period—employees do not work, and business operations cease. Holiday closures during the last week of the year, a time where many businesses close for Thanksgiving, Christmas and...
Traditionally, starting a new job has never been an easy undertaking. After COVID-19, many companies have transitioned to a hybrid working schedule, where employees are working both remotely and in-person. This change in dynamics makes it more difficult for new...
Studying for the CPA exam at any point in your career is not an easy task to accomplish. Whether you just graduated college or have been working in the corporate world for years, it can be tough to manage and find the time to effectively prepare for the exam. As a mom...
Let's start with a sobering statistic: The Association of Certified Fraud Examiners (ACFE) estimates that organizations lose 5% of their revenue to fraud annually. What could you do if that 5% wasn’t missing? Whistleblowers Have an Impact on Detecting Fraud The ACFE...
Many companies invest a substantial amount of time and money in their office space to make it welcoming, comfortable and productive for both employees and clients. Ideally, a corporate office is a place where employees can work and relax, where clients can interact...
The Inflation Reduction Act (IRA) became law on August 16, 2022. There are wide-ranging provisions that are intended to reduce the budget deficit, address climate change and clean energy, lower the cost of health insurance and prescription drugs and reform parts of...
Accountants primary focus is often numbers, of course, but strong writing skills are critical to your advancement. Here’s why: 1. Basic communication calls for clear writing Most accountants dedicate a significant amount of time to writing emails and other...
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? Over the past years, there has been an effort to move away from the LIBOR and other...
If you are one of the many businesses that have taken advantage of the Employee Retention Credit (ERC) or plan to, you may be wondering about the impact the ERC refund has on your income tax return. In this blog post, we review the ERC and discuss the income tax...
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Heather Branham promoted to Senior Audit Manager. As a Senior...
Since I joined Weinstein Spira in November 2020, I have had several colleagues ask how my work at our firm compares to my experience at a Big 4 public accounting firm. In this blog, I will share what I believe are the seven primary differences between working in audit...
You have heard it a thousand times— “communication is important.” But communication styles, like pant styles, vary among generations, genders, and level of authority. Most people think they are expressing their thoughts in a way that everyone understands,...
Deciding which QuickBooks version is a best fit for your business can be a challenge. There are quite a few offerings to meet the needs of a variety of business models and industries. This articleprovides a brief description of each QuickBooks version highlighting...