Knowledge & Know-How

Chances are you have at least one folder or cabinet filled with receipts saved from dental supply purchases, meals, travel, promotional and other items you plan to expense through the practice.  [...]

Our financial planners are used to getting a slew of financial questions. Topics around liquidity, funding limits, big purchases, documents your adult children need and more—with the strong [...]

If saving more is one of your goals for 2019, there’s good news—you can put away more money toward your retirement accounts this year. CWA Planner and CPA Keith Klein says, “All pre-tax [...]

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 [...]

By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his thinking had evolved since first reading them in grammar school. I took [...]

Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I had no idea why this small chore mattered so much to my [...]

Editorial note: The following blog was written following an interview with Dr. Todd Engel, as a result of the increasing demand for dental implants. Continuing Education on this topic is one of [...]

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 [...]

By: Dan Wicker If you’ve seen it, it’s hard to forget the first time experiencing the Shamu show at SeaWorld. The sheer size of the killer whale is mesmerizing, not to mention the trainers being [...]