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CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

CWA December 2, 2025

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.

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Determining a dental practice owner’s salary

by CWA
/
June 8, 2018
3 things dentists must consider when setting their salary When you own your own practice setting your salary seems like a no-brainer. Pay your bills,...
4 MIN READ

Dental Detectives: Would you spot an embezzler in your practice?

by CWA
/
May 4, 2018
According to an American Dental Association survey, 35% of dental practices have been embezzled once and 17% more than once. The actual percentages are probably...
4 MIN READ

What blockchain is doing for the dental industry

by CWA
/
March 7, 2018
While investors see Bitcoin and other cryptocurrencies as an investment opportunity, some dental industry professionals see the technology behind it all as an opportunity for...
3 MIN READ

Three Things to Understand About Investment Advisory Fees

by CWA
/
February 8, 2018
How much is 1% worth? It, of course, depends on the scenario. In many cases, one percent of an item can easily disappear without notice....
3 MIN READ

Is goal-based investing right for you?

by CWA
/
January 5, 2018
In 2019, most of us understand we should be investing for the future. Though we are aware of the importance of investing, and may already...
3 MIN READ

Goal Setting in the New Year

by CWA
/
December 11, 2017
As the year comes to an end, it’s common to dig deep into analyzing the past 12 months. We think about our successes and failures...
3 MIN READ

End-of-Year Tax Strategies

by CWA
/
November 10, 2017
December is on its way, and in the blink of an eye, 2017 will be over – as will your opportunity to take advantage of...
3 MIN READ

Relocating to a tax-favorable state for retirement: is it worth...

by CWA
/
August 3, 2017
You might spend your career building your savings with the long-term goal of enjoying the fruits of your labor in retirement. But planning for retirement...
4 MIN READ

Trump tax proposal is still in early stages

by CWA
/
May 8, 2017
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...
2 MIN READ

Patient data security: Can your business survive an attack?

by CWA
/
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

Tax Records: What to Keep, and For How Long?

by CWA
/
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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TOP POSTS

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 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
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    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco