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...

Best practices for making a seamless switch Key takeaways Insurance reimbursement rates have not kept up with  higher practice expenses. Many private dental practices are...

Is this the year we return to normal, or a new normal? Key takeaways For dental practices to thrive in this type of market, business...

Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...

Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...

Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...

Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...