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...

Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...

What proposed changes mean for high-income earners In mid-September, House Democrats released the details of their proposed tax plan. The proposal is expected to raise...

Use our timeline to determine your deadline On Friday, June 11, the U.S. Department of Health and Human Services (HHS) released an update to the...

The key things to know about PPP1 and PPP2, EIDL, ERC and HHS in one place The COVID-19 pandemic brought many unforeseen challenges to 2020...

The Consolidated Appropriations Act’s tax provisions impacting you In late December of 2020, the Consolidated Appropriations Act (CAA) became law. Although most of the news...

video: How this week’s happenings impact you and the broader market This morning, CWA Investment Committee members Hunter Satterfield and Brad Sanders jump on camera...

Walk through two scenarios on how to calculate the credit Earlier this week, we released a blog outlining the changes to the Employee Retention Credit (ERC)....

Details surrounding how to claim this credit in 2020 and 2021 In late December, Congress passed the Consolidated Appropriations Act 2021 (CAA), a bill combining...

SBA portal opens for first- and second-time borrowers As of Jan. 11, 2021 at 9:00 a.m., the Paycheck Protection Program (PPP) loan portal system is...

Summary of important deadlines, eligibility requirements, and loan amounts On December 27, 2020, President Trump signed into law the Economic Aid to Hard-Hit Small Businesses,...