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CWA DIGITAL NEWS

Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259
Choosing the Most Tax-Efficient Business Structure for Your Practice

Give, Save, Spend – Ep. 261

CWA November 25, 2025

Whether stored in a piggy bank or savings account, it’s crucial to know how your cash is being allocated. But how early should you start

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When Do You Need Your Money? – Season 16 Ep....

by CWA
/
January 21, 2022
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...
< 1 MIN READ

Tax Diversification: The Blueprint for Your Financial Portfolio – Season...

by CWA
/
January 18, 2022
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...
< 1 MIN READ

IRS Funding Limits for 2022

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

The Art of Investment Allocation – Season 16 Ep. 2

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

HHS Phase 2 Reporting Period Opens

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

Positive Signs for a Successful 2022 for Dental Practice Owners

by CWA
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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

Your Appetite for Investment Risk – Season 16 Ep. 1

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

BONUS Episode: Answering Your Calling with Dr. Ryan Shinska

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

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

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TOP POSTS

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

Choosing the Most Tax-Efficient Business Structure for Your Practice

November 5, 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

Choosing the Most Tax-Efficient Business Structure for Your Practice

November 5, 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
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    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco