Passthrough Entities Don't Pay Taxes and Other Tall Tales
Taxation and entity selection from a CPA's perspective

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Panelists:
Tom Lewis

Tom Lewis is the sounding board of Weinstein Spira's tax practice. An intellectually-engaged researcher and business advisor, Tom has his pulse on Houston's business community. He thrives on building and maintaining long-term business relationships and on assisting his long-standing clients with the type of complex decisions often faced by family businesses.

Tom's client portfolio spans a wide array of industries, from construction and real estate to oil field services, retailers, distributors, and professional organizations. In spite of his intricate knowledge of taxes (or more likely because of it) he believes there is no such thing as a tax expert; rather, the profession requires a rigorous process of keeping up with changes. Assumptions need to be questioned and solutions tested and developed. Many good tax professionals can produce returns, but Tom's goal is to produce qualified, pertinent advice.

Tom joined Weinstein Spira in 1978 and was admitted as a shareholder in 1989.

Homer Carrillo

For over 20 years, Homer Carrillo, the leader of Weinstein Spira's Tax Practice, has earned the trust of highly discerning clients who seek the best in quality and service. Homer not only provides valuable services to investors, entrepreneurs, venture capital firms, real estate businesses, and start-ups, but also advises owner-managed businesses and provides tax and business advice to high net-worth individuals.

Homer’s strength lies in his openness and receptivity to both circumstances and clients. He is precise in the amount of detail he uses to convey his point and pays attention to those same details to craft exact solutions that suit the needs of his clients.

In addition to his tax and business advisory services, Homer manages Weinstein Spira’s family practice, a full range of customized accounting services for high-net worth individuals, and families.  The practice adds just the right layer of value to the long-standing, trusted relationships Homer maintains with his clients.

Homer began his career at Arthur Andersen, LLP. He later founded Johnson Baur Carrillo, LLP  where he was a managing partner for 11 years.  After merging with Weinstein Spira & Company in 2008, Homer became a Tax Shareholder, taking an active role in the leadership of the firm.

John Toth

John Toth is a big picture thinker. Sharp, quick-witted and creative, John takes the long-term view of a client's tax situation yet remains flexible to change. He guides Weinstein Spira's clients through the planning process regarding a variety of tax related issues including buying and selling businesses, internal business transactions and the related tax implications for both individuals and corporate entities.


John especially enjoys his work in corporate tax, working hand-in-hand with business owners in various industries including real estate, restaurants, manufacturers and oil and gas servicers, to enhance wealth regeneration and address high level tax issues. John builds a personal relationship with his clients and values the friendship and commitment he has with the people he helps. John, a Pennsylvania native, is a licensed CPA in both Pennsylvania and Texas.