Have you put off planning that summer vacation because you need some fresh ideas? Read about some of our staff’s favorite vacations in this month’s...

Marry the Project, Date the Rate – Ep. 259
CWA
November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and
Loading...
by
CWA
•
July 10, 2017
With the new Dallas Cowboys training facility, The Star, coming in across the highway from our office, the Legacy area of Plano where CWA calls...
2 MIN READ
by
CWA
•
July 10, 2017
As someone who travels a good portion of the year for his work, CWA Partner Charles Loretto understands the drawbacks of business travel. He also...
3 MIN READ
by
CWA
•
June 7, 2017
True, it’s only June, but you know how the summer goes. With busy season at the office, vacation with the family and long holiday weekends,...
< 1 MIN READ
by
CWA
•
June 6, 2017
After its second year of working with high schools in the Dallas area, the 3to1 Foundation’s seminars and scholarship initiatives are gaining momentum and receiving...
2 MIN READ
by
CWA
•
May 9, 2017
TIPS TO PREPPING YOUR PRACtICE & STAFF July and August are just around the corner, signaling the start of the busiest time of year for...
3 MIN READ
by
CWA
•
May 9, 2017
A new set of clubs? Airline tickets for this summer’s vacation? Paying off that digital intraoral x-ray sensor that you bought last summer? How do...
2 MIN READ
by
CWA
•
May 9, 2017
The AAO Annual Session was an encouraging meeting for our orthodontic team and attending clients, actively motivating them toward their 2017 goals. The weekend’s focus:...
2 MIN READ
by
CWA
•
May 8, 2017
CWA Managing Partner Dan Wicker gives an update on the Tax Reform Outline and the effect changes may have on individuals and business. Last November...
2 MIN READ
by
CWA
•
April 10, 2017
If you’ve filed your tax return before the deadline, don’t be in the dark about when you will get your federal tax refund. More than...
< 1 MIN READ
by
CWA
•
April 10, 2017
Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...
2 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (211)
- Annual Meeting (14)
- Digital News Feature (159)
- Financial Planning (136)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025

Take Advantage of the Cut – Ep. 258
November 4, 2025

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025

Take Advantage of the Cut – Ep. 258
November 4, 2025