What a special week it was in Southern California for the CWA community. Clients, planners and some of our favorite vendors gathered for three days...
Turning Time Into Wealth – Ep. 255
CWA
October 14, 2025
Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your
The commonly known deadline for filing your personal tax returns with the IRS is April 15, however you may have heard about another option. In...
3 MIN READ
Updated 1/16/19: The IRS has created a shutdown contingency plan, asking over half its workforce to return to work, mostly without pay while the government...
2 MIN READ
As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly...
3 MIN READ
Resolved to stay on top of tax deadlines this year? Let us help. Here are 2019’s important IRS dates and deadlines to mark on your...
< 1 MIN READ
In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of...
2 MIN READ
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...
< 1 MIN READ
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...
3 MIN READ
December is on its way, and in the blink of an eye, 2018 will be over – as will your opportunity to take advantage of...
4 MIN READ
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...
3 MIN READ
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