Archives

The retirement dream: time spent with family, extended vacations, exploring your hobbies and relaxing leisure time. These are the golden years you’ve worked so hard to secure. Be it decades away [...]

CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns.  New clients walk in the door for the first time, and it’s a common source of pain and confusion. They are [...]

This article first appeared in Seattle Study Club’s Journal in 2019. It is written by CWA Partner Charles Loretto. If you have questions regarding EBITDA or other concepts, contact his team [...]

Although we are always looking to make continuing education fun (check out the CWA 29th Annual Meeting), when it comes to the tax deductibility of CE—when does the IRS think you’ve crossed the [...]

“Let me think about it.” It’s one of the toughest sentences to hear in any dental practice. You know your patient needs treatment. But, sticker shock looms heavily over payment conversations. [...]

A version of this article was originally published in the March edition of Dentaltown.  By Judson Crawford, CPA Looking at your staff salaries by hourly pay rates alone will not give you the [...]

Information contained within this media release provides information on general legal issues and are not intended to provide advice on any specific legal matter or factual situation. This [...]

If saving more is one of your goals for 2019, there’s good news—you can put away more money toward your retirement accounts this year. CWA Planner and CPA Keith Klein says, “All pre-tax [...]

What a special week it was in Southern California for the CWA community. Clients, planners and some of our favorite vendors gathered for three days of rich education, coastal cuisine, networking, [...]