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CWA DIGITAL NEWS

Marry the Project, Date the Rate – Ep. 259
Choosing the Most Tax-Efficient Business Structure for Your Practice
Investment Updates
Take Advantage of the Cut – Ep. 258

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

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New Active-Duty Military Dental Plan Takes Effect May 1

by CWA
•
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

CWA’s annual meeting shut down Bourbon Street in New Orleans

by CWA
•
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

Tax Records: What to Keep, and For How Long?

by CWA
•
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

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

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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
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    • History
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  • Services
    • Financial Planning
      • Business Planning
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    • Practice Transitions
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      • Essential Advisory Service
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    • Insurance Solutions
    • New Doctors
    • DSO Partners
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    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco