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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

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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
How long to keep tax returns, keeping tax records, how long do i save tax returns – Cain Watters & Associates tax advisor

Keeping Tax Records and How Long to Keep Tax Returns

by CWA
/
March 9, 2017
"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

Contracts Receivable: A Key to Cash Flow

by CWA
/
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

Start your annual fees and billing review now. Here’s how.

by CWA
/
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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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
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  • 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
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