Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • 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
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • 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

CWA DIGITAL NEWS

The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
Are Your Investments Too Confident? – Ep. 241
Breaking Down the Dental Practice Profitability Formula
Investment Updates

The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond

CWA July 9, 2025

Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation

Loading...

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

What Challenges 2024 Might Have in Store for the Dental...

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

Approaching the Investment Market in 2024

by CWA
•
December 18, 2023
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...
5 MIN READ

Giving Stocks as Gifts

by CWA
•
December 5, 2023
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...
4 MIN READ

Deducting Your Car to Your Business

by CWA
•
November 17, 2023
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...
4 MIN READ

End of content

No more pages to load

« Previous 1 2 3 4 … 14 Next »
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (194)
  • Annual Meeting (14)
  • Digital News Feature (154)
  • Financial Planning (134)
  • Inside CWA (28)
  • Investing (51)
  • Knowledge & Know-How (78)
  • News (84)
  • PR/Marketing/Social Media (4)
  • Practice Management (93)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (96)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Fourth of July Omakase – Ep. 240

July 1, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Fourth of July Omakase – Ep. 240

July 1, 2025
CONNECT WITH US
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • 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
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco