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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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Surprise, AI Can’t Pass This Test – Ep. 131

by CWA
•
May 23, 2023
American household debt surpassed $17 trillion for the first time, and credit card delinquency rose to a new high of 4.5%.  Dental practices will start...
< 1 MIN READ

Could AI Flag an IRS Audit? – Ep. 130

by CWA
•
May 11, 2023
Everyday dentists' attention is split between their business and investment portfolio. And knowing where your action items remain for your personal and business financials can...
< 1 MIN READ

Little Teeth, Big Production – Ep. 129

by CWA
•
May 1, 2023
It’s time to dig into the pediatric dentistry trends that could impact your goals for the year. With the help of a special guest, the...
< 1 MIN READ

The Daily Cost of Retirement – Ep. 128

by CWA
•
April 25, 2023
For some, retirement may be near; for others, it may be a distant dream, and you've probably been curious about how the average retiree spends...
< 1 MIN READ

Another Tax Day, Another Scam – Ep. 127

by CWA
•
April 18, 2023
This year, Tax Day is April 18, and this is also the last day to file an extension. For taxpayers who have filed and received...
< 1 MIN READ

When Tax Scams Get Dirty – Ep. 126

by CWA
•
April 11, 2023
Each year, the IRS unveils its Dirty Dozen list, which outlines the top tax scams that taxpayers, businesses and tax professionals should be aware of...
< 1 MIN READ

Let’s Get This Straight: Ortho Trends – Ep. 125

by CWA
•
April 3, 2023
The guys are taking the 10th edition of the Orthodontic Practice Comparison Report and pulling all the data you need to know to help you...
< 1 MIN READ

Could SVB Happen to Your Bank? – Ep. 124

by CWA
•
March 28, 2023
SVB’s latest banking woes have depositors wondering whether their cash is actually safe in banks. But more importantly, investors want to know whether this will...
< 1 MIN READ

Putting Market Madness in Perspective – Ep. 123

by CWA
•
March 22, 2023
In this episode, the guys discuss Silicon Valley’s bank crisis and how the projected path of the financial markets  could affect the average person in...
< 1 MIN READ

The Nitty Gritty on Practice Transitions (LIVE from CWA Annual...

by CWA
•
March 15, 2023
Hunter and Judson were honored to be joined by NDP Partners Christy Ratcliff and Charles Loretto to talk about the number one question they get asked, “what...
< 1 MIN READ

If Your Advisor Said to Jump… Would You? – Ep....

by CWA
•
March 8, 2023
Do you have someone walking alongside each step of your financial journey to ensure you reach your full potential? And do you know the motivators...
< 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
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  • Careers
  • References
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