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
    • 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
    • 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
    • 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
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

Don’t Leave It to the State – Ep. 251
Investment Updates
Hurdles in Hygiene – Ep. 250
Buy or Lease? Cash or Finance?

Don’t Leave It to the State – Ep. 251

CWA September 16, 2025

Estate planning encompasses more than passing down family heirlooms and large sums of wealth. Creating an estate plan ensures your loved ones are taken care

Loading...

More Than Just a Business (Live from CWA Annual Meeting)...

by CWA
•
March 4, 2024
As a business owner, it can be hard to look past the books and know the invaluable impact your trade can have on people every...
< 1 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

Your Depreciation Timeline – Ep. 169

by CWA
•
February 19, 2024
Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...
< 1 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

What In the World? – Ep. 168

by CWA
•
February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
< 1 MIN READ

Bringing Home the Yield – Ep. 167

by CWA
•
February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
< 1 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

A Bit About Bitcoin – Ep. 166

by CWA
•
January 29, 2024
The high buying price of Bitcoin can significantly deter many wanting to invest in the cryptocurrency market. However, the new spot Bitcoin exchange-traded funds (ETFs)...
< 1 MIN READ

It Has to Be Done – Ep. 165

by CWA
•
January 23, 2024
Say you invested money at the beginning of 2006. By the end of 2021, that investment would have an annualized return of 10.6% each year....
< 1 MIN READ

2024 Promises Never a Dull Moment – Ep. 164

by CWA
•
January 16, 2024
What will 2024 unveil for major indexes, interest rates and the housing market? While they can’t predict all the answers, Hunter and Judson discuss what...
< 1 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

End of content

No more pages to load

« Previous 1 … 10 11 12 … 22 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 (204)
  • 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

Don’t Leave It to the State – Ep. 251

September 16, 2025

Investment Updates

September 10, 2025

Hurdles in Hygiene – Ep. 250

September 9, 2025

Buy or Lease? Cash or Finance?

September 8, 2025

Don’t Leave It to the State – Ep. 251

September 16, 2025

Investment Updates

September 10, 2025

Hurdles in Hygiene – Ep. 250

September 9, 2025

Buy or Lease? Cash or Finance?

September 8, 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
    • 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
    • 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