If A Recession Hits: How To Protect Your Personal Savings

by CWA

•

December 8, 2019

CPA tips to accumulate, grow and perpetuate your wealth during economic downturn This is the final article in a series about preparing for a potential...

4 MIN READ

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Ensure Your End-of-Year Charitable Giving is Tax Deductible

by CWA

•

December 2, 2019

IRS issues reminders for taxpayers looking to donate It’s the time of year where you may be feeling led to give back by donating your...

2 MIN READ

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IRS Updates Funding Limits for 2020

by CWA

•

November 25, 2019

INCREASED LIMITS EQUALS MORE OPPORTUNITY TO SAVE If saving more is one of your goals for 2020, there’s good news—investors now have the opportunity to...

2 MIN READ

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Holiday Reading and Wine List

by CWA

•

November 25, 2019

*The following blog was originally published in Dec. 2018. Darrell Cain’s reading list and favorite wines have been updated for 2019. The holiday season is...

3 MIN READ

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If A Recession Hits: 5 Tips to Mitigate Portfolio Risk

by CWA

•

October 8, 2019

This is part one of three in a series of articles about preparing for a potential recession. Over the coming weeks on our blog, CWA...

5 MIN READ

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Has the Private Equity Bubble Burst?

by CWA

•

September 6, 2019

CHRISTY RATCLIFF OFFERS INSIGHT ON WHETHER HIGH VALUATIONS ARE HERE TO STAY. Overall, the dental industry continues to grow and is projected to be a...

3 MIN READ

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IRS Warns of New Email Scam Targeting Taxpayers

by CWA

•

August 29, 2019

The Internal Revenue Service (IRS) has issued a warning about a new email scam in which malicious unsolicited emails are sent to taxpayers from fake...

2 MIN READ

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The SECURE Act’s Potential Impact on Retirement Savings & Plans

by CWA

•

August 29, 2019

The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in May 2019. This major piece of legislation is expected...

3 MIN READ

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The Market Impact of Presidential Elections

by CWA

•

August 12, 2019

As the 2020 presidential election looms, many investors are pondering how the results will impact their stock investments. Is there a perfect scheme for a...

4 MIN READ

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Ask a CPA: What you need to know before setting...

by CWA

•

August 12, 2019

Most people know that saving in a 401(k) plan is one of the primary vehicles to wealth accumulation. For a business owner—starting your own plan...

3 MIN READ

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Back to school: Interest Rates on Federal Student Loans Decrease...

by CWA

•

August 12, 2019

Every year, interest rates on new federal student loans are reset by Congress for the upcoming academic year. For the first time in three years,...

2 MIN READ

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