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...

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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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
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CWA
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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
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alexis
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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
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CWA
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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...
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CWA
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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
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CWA
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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
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CWA
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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
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CWA
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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
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CWA
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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
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CWA
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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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