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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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Is Hygiene Your Hero or Your Nemesis? – Ep. 142

by CWA
•
August 15, 2023
The dental hygiene landscape is changing and now is the time to pause and evaluate your hygiene department to ensure you’re tapping into its full...
< 1 MIN READ

Dropping Insurance Like It’s Hot – Ep. 141

by CWA
•
August 9, 2023
The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...
< 1 MIN READ

Insurance Negotiations, The New Norm – Ep. 140

by CWA
•
August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
< 1 MIN READ

The Cost of Insurance – Ep. 139

by CWA
•
July 25, 2023
First, it was staffing that caused dentists a headache; now, insurance has really impacted profitability. Margins are getting squeezed, reimbursements are proving extremely high, and...
< 1 MIN READ

Secure Act 2.0 Incentives and Penalties – Ep. 138

by CWA
•
July 18, 2023
With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries....
< 1 MIN READ

Catch Up for Retirement – Ep. 137

by CWA
•
July 11, 2023
Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different...
< 1 MIN READ

SECURE Your Retirement – Ep. 136

by CWA
•
July 5, 2023
When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...
< 1 MIN READ

Can You Handle the Heat? – Ep. 135

by CWA
•
June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
< 1 MIN READ

A Mortgage Made in Heaven – Ep. 134

by CWA
•
June 20, 2023
The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...
< 1 MIN READ

Duration, Diversification and Denny’s – Ep. 133

by CWA
•
June 13, 2023
It’s no secret to investors that the last few years have been grueling coming off a bear market. However, investors have seen the S&P 500...
< 1 MIN READ

A Competitive Analysis for Your Practice – Ep. 132

by CWA
•
June 5, 2023
It’s not every day you get a sneak peek into other dental practice’s overhead, collections, production, staff salaries and more. Well, here’s your chance! Broken...
< 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
  • Blog
  • Contact
  • Careers
  • References
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  • Terms of Use
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco