If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...
What Your Staff is Looking For in 2025
CWA
December 4, 2024
Three ways to improve job satisfaction in the coming year Key Takeaways Understanding what motivates staff to change jobs can help practice owners know where
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January 18, 2022
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CWA
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January 10, 2022
When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...
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CWA
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January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
< 1 MIN READ
by
CWA
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December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
< 1 MIN READ
by
CWA
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December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
< 1 MIN READ
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CWA
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November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
< 1 MIN READ
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CWA
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November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
< 1 MIN READ
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CWA
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November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
< 1 MIN READ
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CWA
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October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
< 1 MIN READ
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CWA
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October 26, 2021
Owning a dental practice isn’t easy. With the highs also comes the lows. The guys wrap up this season by honing in on the most...
< 1 MIN READ
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CWA
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October 26, 2021
Dr. Steve Burros was blindsided when a staff member that he trusted like family was the prime suspect for embezzlement in his practice. Listen to...
< 1 MIN READ
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