The long and short of it is, our emotions and behaviors affect the decisions we make every day. But, when it comes to decisions around...

When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United...

December is on its way, and in the blink of an eye, 2018 will be over – as will your opportunity to take advantage of...

By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his thinking had evolved since...

One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...

For as long as civilizations have been engaging in trade, methods of record keeping, accounting and accounting tools have been in use. Though the concept...

Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I...

The investment milestone map of the 3-to-1 money growth concept is the foundational depiction of wealth accumulation for CWA clients. The philosophy came to Darrell...

Editorial note: The following blog was written following an interview with Dr. Todd Engel, as a result of the increasing demand for dental implants. Continuing...

Many dentists choose to work in one physical office and are able to produce enough dentistry and earn sufficient income to achieve all their financial...

Updated 10/5/2020 to reflect 2020 taxable income limits.  In early August, the IRS issued proposed regulations on the Tax Cut and Job Act. The regulations...