To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...
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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November 20, 2023
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Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...
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In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...
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November 7, 2023
Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...
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October 31, 2023
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October 20, 2023
Learn how to best optimize your assets in this uncertain environment Key takeaways The underlying factors in today's financial environment are different than of 2007....
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October 17, 2023
Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...
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October 9, 2023
Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...
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