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CWA DIGITAL NEWS

Year-End Tax Planning Considerations for 2025
Five Tax Savings Environments – Ep. 254
What the Fed’s Rate Cut Means for the Economy and You
The Sweet Spot for Refinancing – Ep. 253

Year-End Tax Planning Considerations for 2025

CWA October 8, 2025

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

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Can Alternative Investments Pay Off? – Ep. 153

by CWA
•
October 31, 2023
More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...
< 1 MIN READ

American’s Rising Net Worth – Ep. 152

by CWA
•
October 24, 2023
This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...
< 1 MIN READ

Your Guide to 1099s – Ep. 151

by CWA
•
October 17, 2023
Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...
< 1 MIN READ

The Goose & the Golden Egg – Ep. 150

by CWA
•
October 9, 2023
Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...
< 1 MIN READ

The Fed’s Next Move – Ep. 149

by CWA
•
October 4, 2023
You likely hear the Fed acting ‘hawkish,’ but what does that really mean? It seems pretty ambiguous. The guys break down the Fed’s behavior and...
< 1 MIN READ

A Tale of Two Mortgage Rates – Ep. 148

by CWA
•
September 25, 2023
Today’s high interest rate environment is having a big impact on housing affordability in the U.S. Renting, buying, selling, or even upgrading a house with...
< 1 MIN READ

Answers to Your Tax Questions – Ep. 147

by 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...
< 1 MIN READ

Is History Repeating Itself?- Ep. 146

by CWA
•
September 12, 2023
Does the Fed have a chance to rewrite history? Hunter and guest Brad Sanders go back in time to revisit the steps the Fed took...
< 1 MIN READ

Your Top Line Strategy – Ep. 145

by CWA
•
September 5, 2023
In this episode we feature Hunter Satterfield’s recent guest appearance on NDP's Transition Talk, where he sits down with Partner Charles Loretto to discuss the...
< 1 MIN READ

Are You California Rich or Tennessee Rich? – Ep. 144

by CWA
•
August 29, 2023
Would you want to know how your money would stack up in different states? Well, lucky for you, the guys are here to play a...
< 1 MIN READ

How Do Americans Save Their Money? – Ep. 143

by CWA
•
August 22, 2023
Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
< 1 MIN READ

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TOP POSTS

Year-End Tax Planning Considerations for 2025

October 8, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

The Sweet Spot for Refinancing – Ep. 253

September 30, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

The Sweet Spot for Refinancing – Ep. 253

September 30, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
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