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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...