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...

Disinflation, Not Deflation – Ep. 280
CWA
March 31, 2026
Dental practices have undergone significant changes in the post-COVID era, facing challenges like staffing shortages, increased patient demand and rising overhead. In this episode, CWA planner Scott Clynch discusses the recent transformative change in
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January 25, 2022
3 MIN READ
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January 6, 2022
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...
4 MIN READ
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September 22, 2021
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...
5 MIN READ
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June 17, 2021
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...
3 MIN READ
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February 16, 2021
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...
7 MIN READ
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February 5, 2021
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...
4 MIN READ
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January 28, 2021
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...
< 1 MIN READ
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January 21, 2021
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)....
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January 18, 2021
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...
5 MIN READ
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January 11, 2021
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...
2 MIN READ
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January 8, 2021
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,...
3 MIN READ
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