Financial Planning

Congratulations on making the decision to start saving for college.  Education savings plans allow family members to put money away for a future student’s tuition, fees, room and board, [...]

According to a recent CNBC article, adult children are putting a financial strain on their parents, and likely severely impacting their retirement. A recent Bankrate.com survey reports that half [...]

CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns.  New clients walk in the door for the first time, and it’s a common source of pain and confusion. They are [...]

Although we are always looking to make continuing education fun (check out the CWA 29th Annual Meeting), when it comes to the tax deductibility of CE—when does the IRS think you’ve crossed the [...]

As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly affects your personal spending. It also means that there’s a lot [...]

In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of episode guest and CWA Partner Judson Crawford. In [...]

When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United States since the late ‘80s. Throughout the year, regulations [...]

One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can allow you to self-diagnose your financial health [...]

Reallocate money using strategic tax environments to get more bang for your buck. A strategic tax plan is one of the most important steps to accumulating wealth, and it is something our financial [...]

August means back to school, and for many parents means waving their adult children off to college. Preparing to send your adult children off to college means more than buying dorm furnishings [...]