Leverage these strategic tax environments to accumulate wealth faster Key takeaways Better allocation of your money means you don’t have to make more money to...

The $500 Button – Ep. 157
CWA
November 28, 2023
To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to
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August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
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August 3, 2023
What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...
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July 17, 2023
Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...
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March 16, 2023
Our tool can help you use this deduction properly Updated March 2023 As part of the Consolidated Appropriations Act (2021), the deductibility of business meals has changed. Food...
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February 6, 2023
You can't just throw marketing dollars at this problem Just like 2021 before it, 2022 turned out to be another challenging year for dental practice...
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January 6, 2023
Untapped potential in the market and your practice Interest rates are up, the markets are down, inflation has proven to be anything but transitory, and...
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October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
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August 19, 2022
What you can and cannot deduct from your next trip Travel is more expensive than it has been in years, but business owners don’t need...
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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...
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April 5, 2022
Unless you’ve been living in a mountain hut in the Andes since the start of the pandemic, you know that inflation is sky-high. You’ve seen...
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