Estate Documents You Can Prepare Right Now Very few people look forward to estate planning. However, with today’s threat of the pandemic, it is necessary—particularly...

Investment Updates
CWA
January 8, 2026
December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month’s Market Update video to see the
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July 30, 2020
Resources to leverage if this path is on the horizon For most dentists, there comes a time when they are looking to sell their practice,...
2 MIN READ
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CWA
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July 29, 2020
Paychex Payroll Solutions releases staff salary averages for general dentists CPA Angie Svitak frequently gets questions from her clients around how much they should be...
3 MIN READ
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CWA
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July 26, 2020
COVID-19 strategies and IRS decisions could mean you owe more money than you think The COVID-19 quarantine restrictions continue to evolve, affecting businesses in ways...
3 MIN READ
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CWA
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July 13, 2020
Summary of HHS Terms for Dental Providers After receiving the HHS Provider Relief stimulus funds, applicants must confirm receipt and amount of the funds, and...
2 MIN READ
by
CWA
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July 13, 2020
Details, deadlines and how to qualify for the payment. UPDATE: The due date for the application to Health and Human Services has been extended to...
3 MIN READ
by
CWA
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July 9, 2020
Unusual times often illuminate guiding principles. Here’s four from one of our most experienced advisors. At this very moment, we are living through an extraordinary...
5 MIN READ
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CWA
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July 2, 2020
Updated July 5, 2020: As of July 1, 2020, CWA will allow a limited number of clients in the office for in-person annual or new...
2 MIN READ
by
CWA
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June 25, 2020
Are you eligible to use the new forgiveness application? Last week the Small Business Administration (SBA) issued an updated Paycheck Protection Program (PPP) Loan Forgiveness...
2 MIN READ
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CWA
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June 15, 2020
Navigating personnel issues and maximizing loan forgiveness In early June, the Paycheck Protection Program Flexibility Act (PPPFA) was passed impacting PPP forgiveness. In this webinar,...
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by
CWA
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June 15, 2020
The fine print on paid sick leave, tax credit information and more. The Families First Coronavirus Relief Act (FFCRA) was the first piece of Coronavirus-related...
5 MIN READ
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