What to know to avoid becoming a victim of fraud Taxpayers should be on the lookout for IRS impersonation calls, texts and email phishing attempts...

Are Your Investments Too Confident? – Ep. 241
CWA
July 8, 2025
According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so
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CWA
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May 4, 2020
As of today, most of our clients have either received or secured their SBA stimulus funds through the Paycheck Protection Program (PPP). With the 8-week...
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CWA
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April 30, 2020
Planning for salary & wages, healthcare and retirement funding during the 8-week forgiveness period On April 27, the second round of Paycheck Protection Program (PPP)...
4 MIN READ

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CWA
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April 22, 2020
Define your strategy for PPP, EIDL before funds run out UPDATE: The legislation has passed the House and the president is expected to sign it...
3 MIN READ

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CWA
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April 21, 2020
A look at the broader resources offered for small businesses in the CARES Act Congress and the President put into law one of the most...
3 MIN READ

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CWA
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April 21, 2020
A look at the broader resources offered for individuals in the CARES Act Congress and the President put into law one of the most expansive...
4 MIN READ

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CWA
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April 19, 2020
Review this list of qualified expenses for maximum forgiveness on your loan Though the initial round of Payroll Protection Plan (PPP) loans are exhausted, small...
5 MIN READ

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CWA
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April 17, 2020
Today marks one month since CWA closed its offices. The last month has been an unprecedented time in both U.S. and world history. There are...
2 MIN READ

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CWA
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April 15, 2020
Clarification on loan amount, qualified expenses and forgiveness eligibility On April 14, 2020, the Small Business Administration (SBA) issued a new Interim Final Rule (IFR)...
4 MIN READ

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CWA
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April 15, 2020
Make a decision with the information you have today On April 14, 2020, the Small Business Administration (SBA) issued a new Interim Final Rule (IFR)...
4 MIN READ

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CWA
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April 13, 2020
When and how to use this alternative to a PPP loan The biggest question most clients have today is when to apply for the Paycheck...
5 MIN READ
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