Funding limits increase to reflect rising inflation With the rising cost of living, the Internal Revenue Service is offering its annual increase to taxpayers by...
When Your Tax Projection Derails – Ep. 178
CWA
April 23, 2024
Did you pay more in taxes than you anticipated this year? Was there a significant change in your business that wasn’t included in your tax
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January 16, 2024
What will 2024 unveil for major indexes, interest rates and the housing market? While they can’t predict all the answers, Hunter and Judson discuss what...
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CWA
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January 10, 2024
Your personal experience and preferences often dictate the decisions you make in your personal and business life, but should it still apply to your investments?...
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January 5, 2024
Is this the year we return to normal, or a new normal? Key takeaways For dental practices to thrive in this type of market, business...
4 MIN READ
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January 2, 2024
It was a whirlwind of a year, but did Judson and Hunter see it all coming? The guys revisit their 2023 predictions they made a...
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December 26, 2023
In the second part of the real estate investment series, Mark Roberts from Crow Holdings joins the guys again to dig into how real estate investments...
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CWA
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December 19, 2023
In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...
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CWA
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December 18, 2023
Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...
5 MIN READ
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December 13, 2023
It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...
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December 6, 2023
Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...
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December 5, 2023
Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...
4 MIN READ
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