Set your practice up for growth this year and beyond Key Takeaways In 2025, increase new patient acquisition through marketing. Lower down payments and offer...

Year-End Tax Planning Considerations for 2025
CWA
October 8, 2025
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for
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December 16, 2024
In All Things, Gratitude As we reflect back on 2024, it’s important to remember that every step and every stumble made this year shaped who...
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December 4, 2024
Three ways to improve job satisfaction in the coming year Key Takeaways Understanding what motivates staff to change jobs can help practice owners know where...
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November 18, 2024
The SECURE Act can help you get back on track. Key Takeaways The Rule of 4% helps you estimate the amount of money you can...
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November 6, 2024
Owning a practice doesn’t have to be one of them Key Takeaways Learn the basic strategies and concepts around money, debt and savings. Define short-term...
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October 21, 2024
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...
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October 4, 2024
Politics don't need to have a place in your portfolio Key Takeaways Historical data proves it's impossible to time the market. A good financial strategy...
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September 16, 2024
Your parental rights have changed Key Takeaways As young adults gain more legal rights, their parents lose them. Be prepared with the legal documents parents...
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September 4, 2024
Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor...
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August 19, 2024
U.S. Department of Labor increases minimum required salary for overtime-exempt Key Takeaways from new Department of Labor Overtime Rules : Being salaried doesn't disqualify an...
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August 7, 2024
Earn Stability, Predictability and Tax Efficiency with Yield Key Takeaways Incorporating dividends and/or interest into a portfolio can generate passive income without depleting principal. Yield-based...
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