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CWA DIGITAL NEWS

What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

CWA October 28, 2025

Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do

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Track Your Mileage the Right Way

by CWA
•
March 7, 2017
As of the 1st of this year, the IRS lowered the 2017 standard mileage rate from the 2016 rate, changing the percentage of your driving...
2 MIN READ

CWA to use SafeSend Returns to securely e-sign and share...

by CWA
•
March 7, 2017
Clients will receive their 2016 tax documents securely for review and e-signing through SafeSend Returns. This simple, easy-to-use electronic delivery software will streamline communication between...
< 1 MIN READ

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

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TOP POSTS

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Sapphire Circle
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
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      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco