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CWA DIGITAL NEWS

What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

CWA October 28, 2025

Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do

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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

Dental Disability First-Hand Experience – Season 14 Ep. 3

by CWA
•
October 18, 2021
Using your hands is an essential part of your career in dentistry, so what happens if they were to get injured? Dr. Casey Culberson recalls...
< 1 MIN READ

Year-End Tax Planning Considerations for 2021

by CWA
•
October 15, 2021
Take action before December 31 Although most investors and small business owners strive to implement tax planning strategies throughout the year, there are often items...
3 MIN READ

What To Do If You Get Contacted By the IRS

by CWA
•
October 15, 2021
The dos and don’ts of IRS communication Every year the IRS mails letters or notices to taxpayers for many different reasons. Typically, it’s about a...
3 MIN READ

Partnership Tales from the Trenches – Season 14 Ep. 2

by CWA
•
October 12, 2021
Not every dental partnership is a perfect fit. Judson and Hunter sit down with Dr. Bruce Ouellette as he shares his personal partnership journey. He...
< 1 MIN READ

Overcoming Hiring Challenges for Dental Practices

by CWA
•
October 6, 2021
How your practice can stand out in today’s competitive hiring environment One thing everyone in the dental industry can agree on, the last few years...
4 MIN READ

4 Financial Changes Dentists Need to Make

by CWA
•
October 6, 2021
Opportunities to get the most out of your business This article was written by Tim Greaves, partner at Cain Watters and Associates. It was originally...
7 MIN READ

Cyber Attack Survival Story – Season 14 Ep. 1

by CWA
•
October 5, 2021
Dr. Katherine Rodriguez opens up about the morning she arrived at the office to find that her practice was the victim of a ransomware attack. ...
< 1 MIN READ

Preparing for Potential Tax Policy Changes

by CWA
•
September 22, 2021
What proposed changes mean for high-income earners In mid-September, House Democrats released the details of their proposed tax plan. The proposal is expected to raise...
5 MIN READ

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TOP POSTS

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 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
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