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...

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...

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...

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...

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...

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...

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...

Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...

Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...

Are your staff salaries eroding your bottom line? Dentists traditionally have great relationships with their staff resulting in low turnover. Although this is good, when...

Leveraging the short-term business boom for long-term gains It’s hard to believe it has been over a year now since COVID-19 encroached into our professional...