December is on its way, and in the blink of an eye, 2017 will be over – as will your opportunity to take advantage of...
73% of Dentists Share This Top Financial Worry
Dan Wicker
February 24, 2026
What Incisal Edge’s 2025-26 Dentist Survey Reveals Dentists across every specialty are expressing strong confidence about their retirement outlook, according to Incisal Edge’s 2025-26 Dentist
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
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
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
"How long to keep tax returns?" A former IRS agent answers this and shares advice concerning keeping tax records. This info may help you avoid...
4 MIN READ
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
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
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
Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...
< 1 MIN READ
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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