Where to lean in and where to pull back KEY TAKEAWAYS Offer a menu of payment plans to help patients say "yes." Prioritize marketing. Improve...

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
Loading...
by
Tim Greaves
/
December 8, 2025
3 Financial Moves to Make in the New Year Key Takeaways A well-designed financial plan gives you the freedom to choose how to spend your...
3 MIN READ
by
Zane Harris
/
November 5, 2025
Key Takeaways Choose a business structure that maximizes tax efficiency and helps you retain more income, while ensuring compliance with IRS regulations. For dental practice...
4 MIN READ
by
CWA
/
October 8, 2025
Implement these tax-saving action items before year-end Key TakeawaysThe last quarter of the year is a great time to get organized and prepared for the...
6 MIN READ
by
CWA
/
October 2, 2025
The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...
2 MIN READ
by
CWA
/
September 8, 2025
Questions: "Is it better to buy or lease a car?" and "Should I pay cash or finance a car?" Answer: It depends on how you...
4 MIN READ
by
CWA
/
August 11, 2025
Proactive planning is key to smoothing out the peaks and valleys Key Takeaways Identify and understand your production patterns. Know your break even number. Place...
4 MIN READ
by
CWA
/
July 7, 2025
The Profitability Formula strategizes how to grow dental practice revenue & profit margins. Judson Watkins shares qualities of a profitable dental practice.
4 MIN READ
by
CWA
/
June 6, 2025
The Profitability Formula strategizes how to grow dental practice revenue & profit margins. Judson Crawford shares qualities of a profitable dental practice.
4 MIN READ
by
CWA
/
May 12, 2025
Why it’s more important than ever to understand it. KEY TAKEAWAYS In 20 years, an estimated $84 trillion in financial assets will move from baby...
4 MIN READ
by
CWA
/
April 4, 2025
How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...
3 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (219)
- Annual Meeting (14)
- Digital News Feature (161)
- Financial Planning (137)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (95)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025