CWA Managing Partner Dan Wicker gives an update on the Tax Reform Outline and the effect changes may have on individuals and business. Last November...

The Psychology of Money – Ep. 231
CWA
April 29, 2025
Investing and personal finances are typically taught numerically, driven by data and spreadsheets. A problem with this, though, is that financial decisions are also driven
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April 10, 2017
Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...
2 MIN READ

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March 9, 2017
CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...
4 MIN READ

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February 6, 2017
CWA FINANCIAL PLANNER HUNTER SATTERFIELD REVIEWS AN IMPORTANT INDICATOR INTO THE HEALTH OF YOUR ORTHODONTIC PRACTICE At CWA, our clients are focused on delivering quality...
3 MIN READ

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January 6, 2017
CWA Financial Planner David Forbess explains when, why and how to start the process of adjusting fees and billing. It’s a new year and the...
3 MIN READ

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December 6, 2016
CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...
4 MIN READ

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November 9, 2016
Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...
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September 18, 2016
Strategy First. For business owners, an update to the company website often feels like a necessary evil. You understand web marketing is an essential part...
3 MIN READ

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August 30, 2016
One of the biggest challenges for practice owners is simply keeping all the moving parts of the business organized. If you’re looking for ways to...
2 MIN READ

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June 24, 2016
Yesterday, the United Kingdom (U.K.) decided to leave the European Union (EU). The vote to exit, termed “Brexit”, came as a bit of a shock...
< 1 MIN READ
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