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CWA DIGITAL NEWS

Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025
Investment Updates
Five Tax Savings Environments – Ep. 254

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

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QuickBooks Phishing Email Alert

by CWA
•
February 6, 2017
According to the Better Business Bureau, all business users of the popular accounting software should be on the lookout for a new phishing email scam....
< 1 MIN READ

Small Business Health Reimbursement Arrangements (HRA)

by CWA
•
February 6, 2017
 HRA PLANS NOW POSSIBLE FOR SMALL BUSINESSES Even if your practice has fewer than 50 employees, new federal legislation that took effect January 1 offers...
< 1 MIN READ

Contracts Receivable: A Key to Cash Flow

by CWA
•
February 6, 2017
CWA FINANCIAL PLANNER HUNTER SATTERFIELD REVIEWS AN IMPORTANT INDICATOR INTO THE HEALTH OF YOUR ORTHODONTIC PRACTICE At CWA, our clients are focused on delivering quality...
3 MIN READ

Video: January 2017 Market Update

by CWA
•
February 6, 2017
Digital News' Investment Editor Brad Sanders recaps the market activity for the first month of 2017.   Download the January 2017 Investment Report.
< 1 MIN READ

VIDEO: DECEMBER INVESTMENTS REPORT

by CWA
•
January 6, 2017
Digital News’ Investment Editor Brad Sanders recaps December market and investment news.   Download the December 2016 Investment Report. 
< 1 MIN READ

‘Tis the Tax Season: Important 2017 Tax Deadlines

by CWA
•
January 6, 2017
It's time to start gathering your 2016 tax forms and financial records to send to your tax preparer for the 2017 filing season. There’s still...
2 MIN READ

Start your annual fees and billing review now. Here’s how.

by CWA
•
January 6, 2017
CWA Financial Planner David Forbess explains when, why and how to start the process of adjusting fees and billing. It’s a new year and the...
3 MIN READ

VIDEO: NOVEMBER INVESTMENTS REPORT

by CWA
•
December 9, 2016
Digital News’ Investment Editor Brad Sanders recaps November market and investment news.   Download the November Investment Report. 
< 1 MIN READ

VIDEO: USE P&L REPORTS TO HELP MAKE MAJOR FINANCIAL DECISIONS

by CWA
•
December 6, 2016
CWA Partner Judson Crawford shares how instinct plus data go hand-in-hand when making major financial decisions. Learn the go-to tools
< 1 MIN READ

STILL GUT-CHECKING STAFF PAY AND RAISES?

by CWA
•
December 6, 2016
CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...
4 MIN READ

SAVE THE DATE

by CWA
•
November 9, 2016
Support the mission of the 3to1 Foundation with famed, NOLA chef, John Besh. Where:    August Restaurant, Chef John Besh’s flagship restaurant When:     Friday, March 3,...
< 1 MIN READ

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TOP POSTS

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Investment Updates

October 7, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
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      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
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    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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