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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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In the Blink of an Eye, CPI is Down –...

by CWA
•
February 21, 2023
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...
< 1 MIN READ

Hey ETF, It’s Your Birthday! – Episode 119

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

The Super Bowl and The Stock Market – Episode 118

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

The Good News About Bonds, CPI and…Eggs – Episode 117

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

The Financial Whole 30 – Season 24 Ep. 4

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

Is DSO FOMO Getting to You? – Season 24 Ep....

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

Interest Rates Impact on Private Sales – Season 24 Ep....

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

The IRS Says You Can Save More This Year –...

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

Right-Size Your 2023 Plan – Season 23 Ep. 4

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

Inflating Staff Wages – Season 23 Ep. 3

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

Global Polarization Is Playing With Your Portfolio – Season 23...

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

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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
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