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CWA DIGITAL NEWS

Investment Updates
The Leadership Odyssey: Part 2 – Ep. 308
The Leadership Odyssey: Part 1 – Ep. 307
Four Growth Milestones for Emerging Dental Groups

Investment Updates

CWA October 8, 2026

SEPTEMBER 2026 Market Update Markets continue to deliver positive returns, but the headline numbers don’t tell the whole story. The Investment Committee discusses market concentration,

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How to Avoid a Pension-Poor Retirement

by CWA
/
June 4, 2021
The Importance of a Diversified Funding Strategy to Achieve Financial Freedom We all know how important it is to save for retirement. Most of us...
4 MIN READ

WEBINAR: Taking Advantage of the Employee Retention Credit (ERC)

by CWA
/
January 21, 2021
Walk through two scenarios on how to calculate the credit Earlier this week, we released a blog outlining the changes to the Employee Retention Credit (ERC)....
< 1 MIN READ

Changes to the Employee Retention Credit (ERC)

by CWA
/
January 18, 2021
Details surrounding how to claim this credit in 2020 and 2021 In late December, Congress passed the Consolidated Appropriations Act 2021 (CAA), a bill combining...
5 MIN READ

Details Surrounding the New Pandemic Relief Bill

by CWA
/
December 22, 2020
What small business owners need to know about the new stimulus package The long-awaited 3rd round of economic stimulus has finally arrived. CWA is combing...
5 MIN READ

Relief Package Reaches Final Agreement in Congress

by CWA
/
December 21, 2020
Includes new round of PPP and tax relief for small businesses After nearly nine months of mostly stalled negotiations, congressional leaders have finally reached an...
2 MIN READ

How Much House Can You Afford?

by CWA
/
December 4, 2020
Know the factors that impact your home budget Recent trends in the housing market indicate that it is a fascinating time to buy a home....
4 MIN READ

Election 2020: Tax Policy Proposals

by CWA
/
October 12, 2020
Comparing the 2020 presidential tax plans. The upcoming presidential election will be pivotal for the future of tax policy, as parts of Trump’s Tax Cuts...
< 1 MIN READ

Accommodating Staff & Patient Flexibility Needs

by CWA
/
September 3, 2020
Leverage creativity to address looming uncertainty this fall. As summer ends and back-to-school time returns, owning doctors may experience uncertainty and volatility once again. With...
4 MIN READ

Protecting Your Practice From Embezzlement During the Pandemic

by CWA
/
September 1, 2020
Three behaviors every dental practice owner should be on the lookout for Back in 2018, we featured a blog that covered the difficult topic of...
3 MIN READ

WEBINAR: Utilizing the Families First Coronavirus Response Act This Fall

by CWA
/
August 31, 2020
Paid leave requirements, exemptions and tax credits owners need to know The Families First Coronavirus Relief Act (FFCRA) was the first piece of Coronavirus-related response...
< 1 MIN READ

WEBINAR: Stabilize Your Staff and Patient Demands With Creative Scheduling

by CWA
/
August 24, 2020
Steps to take to get ahead of a problem before it starts A common theme in this webinar series is preparing the practice for uncertainty....
< 1 MIN READ

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TOP POSTS

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 2026
Financial Milestones for Growing Dental Groups

Four Growth Milestones for Emerging Dental Groups

September 28, 2026

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 2026
Financial Milestones for Growing Dental Groups

Four Growth Milestones for Emerging Dental Groups

September 28, 2026
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  • About
    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 401(k) Plans
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
    • Sapphire Circle
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco