a family affair When CPA Jennifer Klein joined CWA in 2005, she had no idea it would end up being a family affair. Jenn was...

The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
CWA
July 9, 2025
Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation
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CWA
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January 28, 2021
video: How this week’s happenings impact you and the broader market This morning, CWA Investment Committee members Hunter Satterfield and Brad Sanders jump on camera...
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CWA
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January 21, 2021
Walk through two scenarios on how to calculate the credit Earlier this week, we released a blog outlining the changes to the Employee Retention Credit (ERC)....
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CWA
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January 18, 2021
Details surrounding how to claim this credit in 2020 and 2021 In late December, Congress passed the Consolidated Appropriations Act 2021 (CAA), a bill combining...
5 MIN READ

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CWA
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January 11, 2021
SBA portal opens for first- and second-time borrowers As of Jan. 11, 2021 at 9:00 a.m., the Paycheck Protection Program (PPP) loan portal system is...
2 MIN READ

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CWA
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January 8, 2021
Fast track financial success with five actions you can take now We’ve finally said goodbye to 2020. Given the unpredictable nature of the previous year,...
4 MIN READ

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CWA
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January 8, 2021
Consider these factors before jumping in on a lower interest rate When mortgage interest rates fall, many homeowners look to refinance their loans. With most individual’s wealth...
3 MIN READ

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CWA
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January 8, 2021
Plan for this year and catch up on IRA retirement savings Last year was tough, but 2021 brings a fresh opportunity to get retirement savings...
2 MIN READ

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CWA
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January 8, 2021
Summary of important deadlines, eligibility requirements, and loan amounts On December 27, 2020, President Trump signed into law the Economic Aid to Hard-Hit Small Businesses,...
3 MIN READ

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CWA
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January 8, 2021
Embracing the long road to recovery It is no doubt Angie Svitak has a long list of qualifications and accolades to back up her professional...
2 MIN READ

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CWA
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December 22, 2020
What small business owners need to know about the new stimulus package The long-awaited 3rd round of economic stimulus has finally arrived. CWA is combing...
5 MIN READ
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