When we think of how banks really work and their responsibilities to society and government, it’s important first to understand the evolution of the banking system. The...

Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...

In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...

Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...

In the current economic environment, where investors are drawn to lower portfolio risk and boosted returns, do they need to rethink their traditional strategy? In...

More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...

This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...

Learn how to best optimize your assets in this uncertain environment Key takeaways  The underlying factors in today's financial environment are different than of 2007....

Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...

Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...

Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...