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...

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...

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...

Your dental school student loans repayment strategy should be part of a larger financial plan. Learn how to pay off student debt.

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,...