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...

RIP Penny, Hello IRS Limits – Ep. 260
CWA
November 18, 2025
The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The
Loading...
by
CWA
/
January 18, 2022
< 1 MIN READ
by
CWA
/
January 14, 2022
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...
2 MIN READ
by
CWA
/
January 10, 2022
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...
< 1 MIN READ
by
CWA
/
January 6, 2022
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...
4 MIN READ
by
CWA
/
January 5, 2022
The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...
4 MIN READ
by
CWA
/
January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
< 1 MIN READ
by
CWA
/
December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
< 1 MIN READ
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
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
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
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
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 (212)
- Annual Meeting (14)
- Digital News Feature (159)
- Financial Planning (136)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

RIP Penny, Hello IRS Limits – Ep. 260
November 18, 2025

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025

RIP Penny, Hello IRS Limits – Ep. 260
November 18, 2025

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025