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...

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...

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...

The key to the puzzle may not be what you think Key takeaways Student debt is useful debt and can help you generate income throughout...

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...

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...

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...

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...

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,...

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)...

The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...