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CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

CWA December 2, 2025

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.

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Is Now the Right Time to Pay Off Your Home...

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

Turn Record Production Into Maximum Profit

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

Preparing for Student Loans to Resume

by CWA
/
August 2, 2022
Managing debt after two years of delayed payments Business owners across the country have had their hands full the past few years, but student loans...
3 MIN READ

Should You Let Your Investments Ride Out Market Volatility?

by CWA
/
July 5, 2022
Know the risk of being in and out of the market Anytime the market has taken a turn, investors wonder whether it’s smarter to stay...
4 MIN READ

Identify Overspending In Your Practice With This Tool

by CWA
/
June 17, 2022
Leverage this under-utilized strategy to gauge practice health As a dental practice owner, a lot of non-clinical factors fall on your plate: human resources, tax...
4 MIN READ

Steps to Negotiating PPO Fees as Inflation Rises

by CWA
/
June 3, 2022
With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...
4 MIN READ

Market Watch: Does an Inverted Yield Curve Signal Times of...

by CWA
/
May 20, 2022
The potential impact to investors The U.S. Treasury yield curve inverted for the first time since 2006 causing even more market volatility and some economists...
3 MIN READ

Ask a CPA: Can I deduct my continuing education cruise...

by CWA
/
May 10, 2022
Although we are always looking to make continuing education fun (check out the CWA 31st Annual Meeting), when it comes to the tax deductibility of...
2 MIN READ

Roth or Pre-Tax? Select the Best Savings Strategy for You

by CWA
/
April 18, 2022
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...
5 MIN READ

Positioning Yourself Financially to Purchase Your First (or Next) Practice

by CWA
/
March 18, 2022
If you’re reading this, you’ve most likely already cleared the first hurdle to owning a dental practice: Making the decision that buying a practice is...
4 MIN READ

Selling Your Dental Practice to a Doctor vs. Private Equity

by CWA
/
March 4, 2022
The Pros and Cons of Both Whether you’re 100% set on selling your dental practice or just starting the exploration process, there are many factors...
5 MIN READ

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TOP POSTS

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
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  • Careers
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco