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...

Investing in a short-term rental (STR) can significantly lower your tax burden. Learn about short-term rental tax deductions & STR tax loopholes from a CPA.

Learn how to best optimize your assets in this uncertain environment Key takeaways  The underlying factors in today's financial environment are different than of 2007....

Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...

In today’s high-interest-rate environment, we explain how not all debt is created equal & how to prioritize paying off high-cost debt while understanding when “good...

Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...