Our team is still working full time to support you, however due to local mandates we have limited personnel in the physical office. Please call...

A compilation of most frequently asked questions from our recent webinar CWA Partner Dan Wicker hosted a webinar last week, March 20, 2020 with CEDR...

What to Do When You’re Hit with an Unexpected Financial Hardship We are all living in a unique time of economic uncertainly. You likely have...

March 19 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Here is a brief update on how investment models are performing.Volatility...

Revised bill offers benefits to both employees and employers On March 18, 2020 the President signed into law a coronavirus relief package that provides paid...

Taxpayers allowed to extend filing and defer income tax payments to July 15, 2020 NEWS UPDATE 3/20 at 9:00 a.m. CST: The U.S. is extending...

Options available if you make the decision to close or limit hours and staff As we continue to monitor the government response to the COVID-19...

March 17 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Given the veracity of the market decline yesterday, we felt it...

As the country continues to address the implications of COVID-19, we know many of you are uneasy about the coming weeks and months for both...

With so many options to consider, how do you ensure you get enough, but not too much? Shopping for business insurance can often feel like...

CPA recommendations to make the most of those extra dollars The market has been in an upswing over the past 12 months. And with it,...