Identity Thieves are Looking for Your Tax Return Identity theft can wreak havoc with your finances, credit history and reputation. The amount of time, money...

Attend one of CWA’s Financial CE Courses in Atlanta A weekend full of world-class continuing education and all-inclusive technical exhibits, the 2022 Thomas P. Hinman...

Backlogs and Unprocessed Returns Demand Answers According to a new report released by the National Taxpayer Advocate, in December 2021, the IRS had 6 million...

There should be a process when it comes to selecting the investments that make up your portfolio, and it shouldn’t be what’s trending on Twitter. 12th Street Asset Management Founding...

Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...

Leverage This Conflict Resolution Cycle for a Peaceful Dental Practice Transition Successful dental partnerships are rarely just about dentistry. Partnerships are first and foremost relationships,...

With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...

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...

Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...

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...

Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...