Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...

At Your Own Risk: Part 2 – Ep. 312
Hunter Satterfield
November 3, 2026
Understand how to assess and manage financial risks throughout your financial journey. In this episode of the Accumulating Wealth podcast, Judson Crawford and Hunter Satterfield
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CWA
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July 8, 2024
Upcoming tax law changes will lower the inheritance tax threshold Key Takeaways The 2017 Tax Cuts and Jobs Act inheritance tax exemption will expire at...
4 MIN READ
by
CWA
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May 15, 2024
Take a proactive approach to your tax projection Key takeaways: A good tax projection is proactive, which means evaluating the year ahead and planning for...
3 MIN READ
by
CWA
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January 19, 2024
Funding limits increase to reflect rising inflation With the rising cost of living, the Internal Revenue Service is offering its annual increase to taxpayers by...
3 MIN READ
by
CWA
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November 7, 2023
Investing in a short-term rental (STR) can significantly lower your tax burden. Learn about short-term rental tax deductions & STR tax loopholes from a CPA.
4 MIN READ
by
CWA
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October 6, 2023
Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...
5 MIN READ
by
CWA
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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
by
CWA
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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
by
CWA
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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
by
CWA
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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
by
CWA
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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
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