Hurricane Harvey & Irma brought destruction, torrential rain and devastating floods to our neighbors in the coastal region of Texas, Louisiana, Florida, Georgia and surrounding areas. The storm...

The Hows & Whys of 529s – Ep. 262
CWA
December 2, 2025
Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.
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August 7, 2017
Just like so many other areas of your practice, compliance to necessary standards is also important to your website. Observing and following all the American...
2 MIN READ
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April 10, 2017
A new Tricare Dental Plan will have active-military, National Guard, Reserve members and their families switch from MetLife to United Concordia on May 1. The...
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February 6, 2017
According to the Better Business Bureau, all business users of the popular accounting software should be on the lookout for a new phishing email scam....
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February 6, 2017
HRA PLANS NOW POSSIBLE FOR SMALL BUSINESSES Even if your practice has fewer than 50 employees, new federal legislation that took effect January 1 offers...
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March 27, 2015
To: CWA CLIENTS Fr: CWA Compliance Department As part of our ongoing efforts to ensure CWA clients’ sensitive data is protected , please...
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February 27, 2015
III to I Financial Management Research (FMR), the firm that supports the CWA investment community, is undergoing a company reposition beginning with a new name....
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January 27, 2015
If you’re like me, and like most of us – living in the information age can all at once feel like a blessing and a...
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