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CWA DIGITAL NEWS

Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254
What the Fed’s Rate Cut Means for the Economy and You

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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Move The Big Rocks First

by CWA
•
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

Why Now is the Time to Review Your Estate Planning...

by CWA
•
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

6 Critical Steps to Paying Off Dental School Debt

by CWA
•
June 17, 2024
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...
4 MIN READ

Growing Your Way Out of High Overhead

by CWA
•
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

3 Reasons You May Owe More in Taxes This Year

by CWA
•
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

How to Protect 401(k) Rate of Return in a Volatile...

by CWA
•
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

Are Flexible Payment Options Increasing Delinquencies?

by CWA
•
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
How to sell a dental practice – advice for selling your dental practice – need to sell my dental practice – dental practice transitions group – dental transition consultants - Cain Watters & Associates

How to (Still) Get Top Dollar When You Sell a...

by CWA
•
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

Details Surrounding FinCEN’s Corporate Transparency Act

by CWA
•
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

You Can Now Convert a 529 Plan to a Roth...

by CWA
•
February 19, 2024
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...
3 MIN READ

Is Now the Time to Move Your Dental Practice to...

by CWA
•
February 5, 2024
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...
4 MIN READ

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TOP POSTS

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • 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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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco