Boy oh boy can the tax world come at you fast with good and not-so-good news that can impact the way you shop, pay and...

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
Loading...

by
CWA
•
February 14, 2023
What does the average investor need to know about exchange-traded fund (ETF)s and index funds right now? Judson and Hunter hit the highlights so you...
< 1 MIN READ

by
CWA
•
February 6, 2023
Super Bowl and stock markets have nothing to do with each other, right? Well, that might not be the case after all. The guys dish...
< 1 MIN READ

by
CWA
•
February 1, 2023
In good news, the CPI has declined 0.1%, inflation is down to 6.5%, and the price of goods fell for a continuous three months. All...
< 1 MIN READ

by
CWA
•
January 31, 2023
With this year’s volatile economy, you know you need to regain control of both your personal and business spending. Monitoring every single line item isn’t...
< 1 MIN READ

by
CWA
•
January 23, 2023
If you haven’t been approached personally by a DSO within the last few years, you know someone who has. Is now the time to give...
< 1 MIN READ

by
CWA
•
January 17, 2023
Private practice sales were down last year. Are volatile dynamics to blame, or is this just a normalization after the pandemic boom? Taking into account...
< 1 MIN READ

by
CWA
•
January 10, 2023
Making the most out of tax-advantaged savings environments is an essential component of your long-term savings strategy. With inflation on the rise, the guys outline...
< 1 MIN READ

by
CWA
•
December 30, 2022
Now that market returns have taken a turn, will you still be able to meet your savings goals? Before you react to the volatile economic...
< 1 MIN READ

by
CWA
•
December 20, 2022
In summary, 2022 was a whirlwind for dental practices nationwide. Stimulus dollars were a thing of the past, fees felt like they climbed the ladder...
< 1 MIN READ

by
CWA
•
December 13, 2022
The midterm elections taught us that we are still a country divided and could lead to gridlock for legislative action this session. The guys map...
< 1 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 (206)
- Annual Meeting (14)
- Digital News Feature (158)
- Financial Planning (136)
- Inside CWA (28)
- Investing (51)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (97)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
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