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CWA DIGITAL NEWS

Answers to Your Tax Questions – Ep. 147
Distributing Income Into the Most Tax-Efficient Environment
Is History Repeating Itself?- Ep. 146
Your Top Line Strategy – Ep. 145

Answers to Your Tax Questions – Ep. 147

CWA September 19, 2023

It’s nearing the extended tax return deadline, which means you’re probably gathering the paperwork to file, and making sure you’ve deducted all the little things

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Distributing Income Into the Most Tax-Efficient Environment

by CWA
•
September 17, 2023
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...
4 MIN READ

Four Steps to Prevent an Unexpected Tax Bill

by CWA
•
June 15, 2023
Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...
3 MIN READ

IRS Warns About Employee Retention Tax Credit Scams

by CWA
•
May 19, 2023
UPDATE: IRS PAUSES NEW ERC CLAIMS  On Sept. 14, 2023, the IRS announced that new claims for the Employee Retention Tax Credit, or ERC, won’t...
4 MIN READ

Offsetting Capital Gains With Tax-Loss Harvesting

by CWA
•
April 17, 2023
After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...
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

IRS Updates Contribution Limits for 2023

by CWA
•
January 20, 2023
Funding limits increase to offer additional savings opportunity With inflation on the rise, the Internal Revenue Service is offering some relief to investors by increasing...
3 MIN READ

Ensure Your End-Of-Year Charitable Giving is Tax Deductible

by CWA
•
November 25, 2022
IRS issues reminders for taxpayers looking to donate It’s the time of year where you may be feeling led to give back by donating your...
2 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

Year-End Tax Planning Considerations for 2022

by CWA
•
October 25, 2022
Implement these tax-saving action items before year-end This year’s volatile market and inflationary pressures have brought increased attention to the 2022 tax filing season. It’s...
4 MIN READ

Dealing with Cryptocurrency Losses

by CWA
•
October 14, 2022
How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....
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

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TOP POSTS

Answers to Your Tax Questions – Ep. 147

September 19, 2023

Distributing Income Into the Most Tax-Efficient Environment

September 17, 2023

Is History Repeating Itself?- Ep. 146

September 12, 2023

Your Top Line Strategy – Ep. 145

September 5, 2023

Answers to Your Tax Questions – Ep. 147

September 19, 2023

Distributing Income Into the Most Tax-Efficient Environment

September 17, 2023

Is History Repeating Itself?- Ep. 146

September 12, 2023

Your Top Line Strategy – Ep. 145

September 5, 2023
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