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...

Give, Save, Spend – Ep. 261
CWA
November 25, 2025
Whether stored in a piggy bank or savings account, it’s crucial to know how your cash is being allocated. But how early should you start
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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
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CWA
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April 10, 2017
A new Tricare Dental Plan will have active-military, National Guard, Reserve members and their families switch from MetLife to United Concordia on May 1. The...
2 MIN READ
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March 10, 2017
Each year the CWA Annual Meeting brings financial planners and clients together for a non-traditional, entertaining CWA experience. The 2017 annual meeting weekend was filled...
2 MIN READ
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March 9, 2017
CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...
4 MIN READ
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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
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CWA
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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...
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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....
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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...
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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
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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.
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