Skip to content

  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • 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
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • 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
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

CWA December 2, 2025

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.

Loading...

VIDEO: Regaining Control of Staff Salaries

by CWA
/
June 6, 2021
Financial Planner and CPA Angie Svitak sheds light on the average numbers behind staff salaries as a percentage of collections. She shares helpful insights on...
< 1 MIN READ

How to Avoid a Pension-Poor Retirement

by CWA
/
June 4, 2021
The Importance of a Diversified Funding Strategy to Achieve Financial Freedom We all know how important it is to save for retirement. Most of us...
4 MIN READ

Steps to Take Before Making a Big Equipment Purchase

by CWA
/
June 4, 2021
How to ensure your capital expense purchase adds value to your dental practice Keeping your practice’s finish out and equipment up-to-date can be crucial to...
4 MIN READ

Did Stimulus Stimulate Your Practice? – Season 12 Ep. 1

by CWA
/
June 1, 2021
You have spent your stimulus. Now what? Managing stimulus funding and its forgiveness with the SBA’s ongoing changes is challenging. And it’s not over yet....
< 1 MIN READ

What to do With Extra Cash Flow From Post-Pandemic Demand

by CWA
/
May 9, 2021
Leveraging the short-term business boom for long-term gains It’s hard to believe it has been over a year now since COVID-19 encroached into our professional...
3 MIN READ

Managing Student Loan Payments in Light of Forbearance and Forgiveness

by CWA
/
May 8, 2021
Should you continue to pay when you don’t have to? The Biden administration announced that coronavirus pandemic relief originally enacted under the CARES Act in...
3 MIN READ

Monthly Expenses Get Expensive – Season 11 Ep. 5

by CWA
/
May 3, 2021
What Are They and How Can I Begin Budgeting? Before closing season 11, the guys couldn't go without discussing the basic expenses independent young adults...
< 1 MIN READ

WEBINAR: Pediatric Comparison Report: Beyond the Book

by CWA
/
April 27, 2021
WATCH THE WEBINAR TO GET actionable insights In this webinar, CPAs Justin Fry and Keith Klein conduct an in-depth exploration of the new Pediatric Comparison...
< 1 MIN READ

Discovering Your Own Entrepreneurial Mindset – Season 11 Ep. 4

by CWA
/
April 27, 2021
Life Experiences to enjoy and not think too hard about In this episode, the guys reminisce over the life experiences in high school and college...
< 1 MIN READ

Extra Credit for the Whole Family – Season 11 Ep....

by CWA
/
April 19, 2021
BUILDING GOOD CREDIT, NOT BAD As a parent, you may be wary to allow your adult child a credit card or to put things like...
< 1 MIN READ

Four “What Ifs” That Can Derail Your Retirement Goals

by CWA
/
April 9, 2021
Navigating the unexpected begins with knowing what to expect Saving for a comfortable retirement is a career-long commitment. It takes planning, patience, perseverance and a...
4 MIN READ

End of content

No more pages to load

« Previous 1 … 30 31 32 … 62 Next »
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (214)
  • 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

The Hows & Whys of 529s – Ep. 262

December 2, 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

The Hows & Whys of 529s – Ep. 262

December 2, 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
CONNECT WITH US
  • 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
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco