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...

Turning Time Into Wealth – Ep. 255
CWA
October 14, 2025
Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your
Loading...

by
CWA
•
April 17, 2023
After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...
3 MIN READ

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

by
CWA
•
April 5, 2023
Volatile markets, stubborn inflation and a decidedly uncertain economic outlook are forcing investors to reevaluate how to optimize both their long- and short-term savings strategies....
3 MIN READ

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

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

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

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

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

by
CWA
•
March 8, 2023
Today's Top Dental Transition Questions, Answered With interest rates climbing and recession still in the news, many dental practice owners are wondering whether this is...
4 MIN READ

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
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 (207)
- 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

Turning Time Into Wealth – Ep. 255
October 14, 2025

Year-End Tax Planning Considerations for 2025
October 8, 2025

Investment Updates
October 7, 2025

Five Tax Savings Environments – Ep. 254
October 7, 2025

Turning Time Into Wealth – Ep. 255
October 14, 2025

Year-End Tax Planning Considerations for 2025
October 8, 2025

Investment Updates
October 7, 2025

Five Tax Savings Environments – Ep. 254
October 7, 2025