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...

Investment Updates
CWA
December 10, 2025
November 2025 Market Update In November, the stock market felt like a dynamic dance floor of sudden swings and rotating partners. Watch this month’s Market
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CWA
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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...
3 MIN READ
by
CWA
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July 22, 2024
Lessons Earned Over 40 Years in Business When CWA Founding Partner Darrell Cain started the firm in 1984, he had a goal of helping his...
4 MIN READ
by
CWA
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July 8, 2024
Upcoming tax law changes will lower the inheritance tax threshold Key Takeaways The 2017 Tax Cuts and Jobs Act inheritance tax exemption will expire at...
4 MIN READ
by
CWA
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June 17, 2024
Your dental school student loans repayment strategy should be part of a larger financial plan. Learn how to pay off student debt.
4 MIN READ
by
CWA
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June 3, 2024
Key takeaways Rather than excessively cutting costs in the face of ongoing challenges, focus on maintaining essential resources. Determine where your dental practice falls into...
4 MIN READ
by
CWA
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May 15, 2024
Take a proactive approach to your tax projection Key takeaways: A good tax projection is proactive, which means evaluating the year ahead and planning for...
3 MIN READ
by
CWA
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May 8, 2024
Key takeaways Reach your retirement goals with a plan that maximizes returns and minimizes risk. Diversify your portfolio to reduce risk exposure. Include distribution planning...
5 MIN READ
by
CWA
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April 22, 2024
Your accounts receivable has the answer Key takeaways Consider your practice’s ability to take on risk when offering flexible payment options. When leveraging flexible payment...
4 MIN READ
by
CWA
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April 8, 2024
Can You Maximize the Valuation of Your Dental Practice in Today’s Market? Key takeaways Know your market, how to improve the practice before the sale,...
4 MIN READ
by
CWA
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February 28, 2024
What you need to know about the beneficial ownership information report Updated Feb. 26, 2025 On Feb. 19, 2025, the Financial Crimes Enforcement Network (FinCEN)...
3 MIN READ
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