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CWA DIGITAL NEWS

Living for the Present – Ep. 242
The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
Are Your Investments Too Confident? – Ep. 241
Breaking Down the Dental Practice Profitability Formula

Living for the Present – Ep. 242

CWA July 15, 2025

Financial plans tend to focus on the future, like retirement plans and savings goals. It can be tempting to sacrifice the bigger gains of the

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The One Big Beautiful Bill: Key Tax Changes for 2025...

by CWA
•
July 9, 2025
Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation...
6 MIN READ

FinCen BOI Reporting Updates

by CWA
•
March 26, 2025
Interim Final Rule Eliminates BOI Reporting Requirements Updated March 26, 2025: Reporting requirements removed! On March 21, 2025, FinCEN issued an interim final rule that...
3 MIN READ

Cain Watters & Associates Announces Acquisition of CFO Ortho

by CWA
•
June 18, 2024
June 17, 2024 Frisco, Texas – Cain Watters & Associates (CWA), a leading financial advisory firm, is pleased to announce the successful acquisition of CFO...
2 MIN READ

Details Surrounding FinCEN’s Corporate Transparency Act

by CWA
•
February 28, 2024
What you need to know about the beneficial ownership information report Updated Feb. 26, 2025 On Feb. 19, 2025, the Financial Crimes Enforcement Network (FinCEN)...
3 MIN READ

IRS Updates Contribution Limits for 2024

by CWA
•
January 19, 2024
Funding limits increase to reflect rising inflation With the rising cost of living, the Internal Revenue Service is offering its annual increase to taxpayers by...
3 MIN READ

How the Secure Act 2.0 May Affect Your Retirement

by CWA
•
February 10, 2023
Near-or-far from retirement, this law impacts you. The Secure Act 2.0 builds on earlier legislation that altered the rules regarding how to save and withdraw...
6 MIN READ

Claim Inflation Reduction Act Credits on Your Tax Return

by CWA
•
November 18, 2022
Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...
3 MIN READ

Employee Retention Tax Credit Retroactive Credits for Dental Practices

by CWA
•
September 16, 2022
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...
4 MIN READ

Employee Retention Tax Credit Retroactive Credits for Dental Practices

by CWA
•
August 29, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Most COVID-19 relief programs have expired, however, the Employee Retention Tax Credit...
5 MIN READ

Market Update: Forces Driving Today’s Volatility

by alexis
•
May 19, 2022
Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...
2 MIN READ

Stock Market Volatility Causes Investors to Question the Course

by CWA
•
January 25, 2022
Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...
3 MIN READ

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Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 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
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco