Relax with our staff’s favorite reads this year The holiday season can be a busy time, filled with business, family and social obligations, guaranteed to...

Investment Updates
CWA
September 10, 2025
August 2025 Market Update Although August started rocky, the Fed’s signal that rate cuts could be on the way helped markets rebound and even broaden.
Loading...

by
CWA
•
December 6, 2022
2022 Economic Market Year in Review Written by Brad Sanders, CFA, Managing Director, Tectonic Advisors November 15,2022 We have been spoiled for way too long....
7 MIN READ

by
CWA
•
November 18, 2022
Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...
3 MIN READ

by
CWA
•
October 25, 2022
Implement these tax-saving action items before year-end This year’s volatile market and inflationary pressures have brought increased attention to the 2022 tax filing season. It’s...
4 MIN READ

by
CWA
•
October 14, 2022
How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....
3 MIN READ

by
CWA
•
October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ

by
CWA
•
September 16, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...
4 MIN READ

by
CWA
•
September 6, 2022
Strategies to position yourself to weather economic uncertainty With interest rates rising and fears of a prolonged recession growing, many people are looking for ways...
3 MIN READ

by
CWA
•
August 19, 2022
What you can and cannot deduct from your next trip Travel is more expensive than it has been in years, but business owners don’t need...
4 MIN READ

by
CWA
•
August 5, 2022
Implement a growth strategy to sidestep inflation As the dental industry continues to boom, practices everywhere are experiencing record treatment acceptance rates that are driving...
5 MIN READ

by
CWA
•
August 1, 2022
Know how to take this new 2022 deduction properly Sky high gas prices have drivers feeling the burn this summer as they plan holiday road...
4 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (203)
- Annual Meeting (14)
- Digital News Feature (156)
- Financial Planning (135)
- Inside CWA (28)
- Investing (51)
- Knowledge & Know-How (78)
- News (84)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (96)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Investment Updates
September 10, 2025

Hurdles in Hygiene – Ep. 250
September 9, 2025

Buy or Lease? Cash or Finance?
September 8, 2025

Tax Tips and Touchdowns – Ep. 249
September 2, 2025

Investment Updates
September 10, 2025

Hurdles in Hygiene – Ep. 250
September 9, 2025

Buy or Lease? Cash or Finance?
September 8, 2025

Tax Tips and Touchdowns – Ep. 249
September 2, 2025