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...

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...

December is on its way, and in the blink of an eye, 2017 will be over – as will your opportunity to take advantage of...

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...

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...

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...

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...

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...

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...

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...

Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...