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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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Taking Stock of Your Investment Risk Tolerance

by CWA
•
July 5, 2023
Will your current risk profile get you to your goals? Key Takeaways  The bear market hung around for 248 days, costing investors an estimated $3...
4 MIN READ

Four Steps to Prevent an Unexpected Tax Bill

by CWA
•
June 15, 2023
Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...
3 MIN READ

Taking the Pulse of Your Practice

by CWA
•
June 6, 2023
Find out if your net profit is in line with the industry averages The last three years have been a roller coaster for dental practice...
4 MIN READ

IRS Warns About Employee Retention Tax Credit Scams

by CWA
•
May 19, 2023
UPDATE: IRS PAUSES NEW ERC CLAIMS  On Sept. 14, 2023, the IRS announced that new claims for the Employee Retention Tax Credit, or ERC, won’t...
4 MIN READ

Stop Fighting—and Start Managing—Higher Staff Salaries

by CWA
•
May 5, 2023
Why accepting higher staffing costs is key to keeping profits intact If your dental practice hasn’t experienced major staffing challenges over the last year or...
3 MIN READ

Offsetting Capital Gains With Tax-Loss Harvesting

by CWA
•
April 17, 2023
After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...
3 MIN READ

Is Now the Time to Cash In on a High-Yield...

by CWA
•
April 5, 2023
Volatile markets, stubborn inflation and a decidedly uncertain economic outlook are forcing investors to reevaluate how to optimize both their long- and short-term savings strategies....
3 MIN READ

Let’s Get This Straight: Ortho Trends – Ep. 125

by CWA
•
April 3, 2023
The guys are taking the 10th edition of the Orthodontic Practice Comparison Report and pulling all the data you need to know to help you...
< 1 MIN READ

Is Now the Right Time to Buy or Sell a...

by CWA
•
March 8, 2023
Today's Top Dental Transition Questions, Answered With interest rates climbing and recession still in the news, many dental practice owners are wondering whether this is...
4 MIN READ

How the Secure Act 2.0 May Affect Your Retirement

by CWA
•
February 10, 2023
Near-or-far from retirement, this law impacts you. The Secure Act 2.0 builds on earlier legislation that altered the rules regarding how to save and withdraw...
6 MIN READ

How to Rise Above the Challenges in Your Dental Practice

by CWA
•
February 6, 2023
You can't just throw marketing dollars at this problem Just like 2021 before it, 2022 turned out to be another challenging year for dental practice...
3 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
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    • Educational Videos
    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco