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....

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
Loading...
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
by
CWA
/
August 29, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Most COVID-19 relief programs have expired, however, the Employee Retention Tax Credit...
5 MIN READ
by
CWA
/
August 1, 2022
Know how to take this new 2022 deduction properly Sky high gas prices have drivers feeling the burn this summer as they plan holiday road...
4 MIN READ
by
CWA
/
June 27, 2022
KNOW HOW TO TAKE THIS NEW 2022 DEDUCTION PROPERLY Sky high gas prices have drivers feeling the burn this summer as they plan holiday road...
4 MIN READ
by
CWA
/
June 3, 2022
With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...
4 MIN READ
by
CWA
/
May 20, 2022
The potential impact to investors The U.S. Treasury yield curve inverted for the first time since 2006 causing even more market volatility and some economists...
3 MIN READ
by
alexis
/
May 19, 2022
Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...
2 MIN READ
by
CWA
/
May 10, 2022
Although we are always looking to make continuing education fun (check out the CWA 31st Annual Meeting), when it comes to the tax deductibility of...
2 MIN READ
by
CWA
/
February 18, 2022
Identity Thieves are Looking for Your Tax Return Identity theft can wreak havoc with your finances, credit history and reputation. The amount of time, money...
3 MIN READ
by
CWA
/
February 4, 2022
Backlogs and Unprocessed Returns Demand Answers According to a new report released by the National Taxpayer Advocate, in December 2021, the IRS had 6 million...
3 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (219)
- Annual Meeting (14)
- Digital News Feature (161)
- Financial Planning (137)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (95)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025

Investment Updates
January 8, 2026

Four Shifts Reshaping Dental Practices in 2026
January 7, 2026

Viral Finances: Fact or Fiction? – Ep. 267
January 6, 2026

2025 Wrapped: Our Favorites – Ep. 266
December 30, 2025