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CWA DIGITAL NEWS

Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254
What the Fed’s Rate Cut Means for the Economy and You

Year-End Tax Planning Considerations for 2025

CWA October 8, 2025

Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for

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The Three Phases of Your Financial Lifecycle

by CWA
•
December 8, 2021
Most things in life are meant to grow and mature over time, and that includes your financial plan. There is a defined financial lifecycle that,...
6 MIN READ

Reduce Your Tax Burden Before Year-End – Season 15 Ep....

by CWA
•
December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
< 1 MIN READ

Bye-Bye Backdoor Roth IRA – Season 15 Ep. 4

by CWA
•
November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
< 1 MIN READ

How to Determine New Associate Compensation

by CWA
•
November 19, 2021
Your Practice's Largest Expense and Biggest Risk If you are deciding the right time to add a new associate doctor into your practice, or even...
4 MIN READ

Who Will Be Taxed on Capital Gains? – Season 15...

by CWA
•
November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
< 1 MIN READ

Would You Rather be Taxed More or Paid Less? –...

by CWA
•
November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
< 1 MIN READ

Inflation’s Impact on Rising Dental Wages

by CWA
•
November 5, 2021
Take this step to offset rising costs The Department of Labor (DOL) stated that consumer prices rose 5.4% during the 12 months ending in September...
4 MIN READ

Research & Development Tax Credits for Dental Practices

by CWA
•
November 1, 2021
Can qualified research activities hold up against an IRS audit? Dental practice owners and the financial advisors that support them are always on the search...
5 MIN READ

Escape Estate Tax – Season 15 Ep. 1

by CWA
•
October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
< 1 MIN READ

Avoiding Common Dental Practice Pitfalls – Season 14 Ep. 5

by CWA
•
October 26, 2021
Owning a dental practice isn’t easy. With the highs also comes the lows. The guys wrap up this season by honing in on the most...
< 1 MIN READ

Embezzlement Wake Up Call – Season 14 Ep. 4

by CWA
•
October 26, 2021
Dr. Steve Burros was blindsided when a staff member that he trusted like family was the prime suspect for embezzlement in his practice. Listen to...
< 1 MIN READ

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TOP POSTS

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 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

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • 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