Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

What Your Tax Refund Is Really Telling You
IPO Buzz: What to Know – Ep. 289
Wealth Trap Warning – Ep. 288
Global Market Shifts – Ep. 287
Tax Refund

What Your Tax Refund Is Really Telling You

Hunter Satterfield May 28, 2026

Key Takeaways A large refund usually means you were paying the IRS too much all year. Plan ahead and adjust in real time to avoid

Loading...

Case Study: The Bigger the Practice, the Better?

by CWA
/
January 31, 2020
Dentists dream big. When I have my first meeting with a client and we try to define their goals, it’s common for their sites to...
4 MIN READ

Become a Goal-Getter This Year

by CWA
/
January 11, 2020
Darrell Cain Shares Goal Setting Advice For many people, the end of a year is time to reflect upon what’s been achieved and what’s ahead....
5 MIN READ

If A Recession Hits: How To Protect Your Personal Savings

by CWA
/
November 25, 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

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

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

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

If A Recession Hits: 7 Ways to Make Your Business...

by CWA
/
August 1, 2019
This is part two of three in a series of articles about preparing for a potential recession. In each, CWA dives deep into strategies for...
4 MIN READ
Capital Expense Budget

5 Simple Steps for a Purposeful Capital Expense Purchase

by CWA
/
July 5, 2019
You either love or hate shopping. And, sometimes it’s even more painful when you need to buy something expensive for your business. But what if...
4 MIN READ

Running Out Of Money In Retirement: Distribution Strategies To Live...

by CWA
/
June 7, 2019
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...
4 MIN READ

Reach Higher With Flexible Payment Options

by CWA
/
May 10, 2019
“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...
4 MIN READ

The Secret Problem With New Patients

by CWA
/
April 1, 2019
What do you think is the best way to increase production and revenue? If your first answer was to acquire new patients: you aren’t alone....
3 MIN READ

End of content

No more pages to load

« Previous 1 … 11 12 13 … 16 Next »
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (241)
  • Annual Meeting (14)
  • Digital News Feature (168)
  • Financial Planning (140)
  • Inside CWA (28)
  • Investing (52)
  • Knowledge & Know-How (77)
  • News (85)
  • PR/Marketing/Social Media (4)
  • Practice Management (96)
  • Practice Transition (4)
  • Seminars & Events (13)
  • Tax News (100)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Tax Refund

What Your Tax Refund Is Really Telling You

May 28, 2026

IPO Buzz: What to Know – Ep. 289

May 26, 2026

Wealth Trap Warning – Ep. 288

May 19, 2026

Global Market Shifts – Ep. 287

May 13, 2026
Tax Refund

What Your Tax Refund Is Really Telling You

May 28, 2026

IPO Buzz: What to Know – Ep. 289

May 26, 2026

Wealth Trap Warning – Ep. 288

May 19, 2026

Global Market Shifts – Ep. 287

May 13, 2026
CONNECT WITH US
  • 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco