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CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

CWA December 2, 2025

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.

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Year-End Tax Planning Considerations for 2022

by CWA
/
October 25, 2022
Implement these tax-saving action items before year-end This year’s volatile market and inflationary pressures have brought increased attention to the 2022 tax filing season. It’s...
4 MIN READ

Financial Wisdom for the Next Generation with Drs. Ryan and...

by CWA
/
October 18, 2022
You’ve made it this far, and on top of managing your practice, you still have dependents relying on you financially and emotionally. Whether providing for...
< 1 MIN READ

Dealing with Cryptocurrency Losses

by CWA
/
October 14, 2022
How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....
3 MIN READ

What We Learned From the Great Recession – Season 21...

by alexis
/
October 11, 2022
Economic downturns are nothing new for dental practice owners, but with each period, there are new obstacles to face. In the latest episode, special guest...
< 1 MIN READ

Recession-Proof Your Practice – Season 21 Ep. 3

by CWA
/
October 6, 2022
It’s hard to ignore the turbulent economy we are currently experiencing. There’s no better time than now to set up yourself and your business to...
< 1 MIN READ

The Best Way to Structure Employee Bonuses

by CWA
/
October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ

2022 ASDA NATIONAL LEADERSHIP CONFERENCE – JOIN US NOVEMBER 18-20

by CWA
/
September 29, 2022
After a two-year hiatus, the 2022 American Student Dental Association (ASDA) National Leadership Conference, is back and will be held at the McCormick Place Convention...
< 1 MIN READ

Is Volatility a Misdirection or Redirection? – Season 21 Ep....

by CWA
/
September 22, 2022
Whether near or far from retirement, during times of extreme economic uncertainty it is hard to stay the course on your investment strategy. Our gut...
< 1 MIN READ

Expecting the Unexpected: Preparing for a Recession – Season 21...

by CWA
/
September 20, 2022
It’s a brand-new season and the guys are elaborating on the buzz surrounding a looming recession and ways to refurbish your personal and business plan....
< 1 MIN READ

Employee Retention Tax Credit Retroactive Credits for Dental Practices

by CWA
/
September 16, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...
4 MIN READ

Is Now the Right Time to Pay Off Your Home...

by CWA
/
September 6, 2022
Strategies to position yourself to weather economic uncertainty With interest rates rising and fears of a prolonged recession growing, many people are looking for ways...
3 MIN READ

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TOP POSTS

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
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    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco