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CWA DIGITAL NEWS

Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259
Choosing the Most Tax-Efficient Business Structure for Your Practice

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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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

Part 2: Why Your End-of-Year Tax Planning Starts Now.

by CWA
/
November 9, 2016
Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...
< 1 MIN READ

VIDEO: October Investments Update

by CWA
/
November 7, 2016
Digital News' Investment Editor Brad Sanders recaps October market and investment news. Download the October Investments Report.
< 1 MIN READ

VIDEO: September Investments Update

by CWA
/
October 10, 2016
Digital News' Investment Editor Brad Sanders recaps September market and investment news. Download the September Investments Report.
< 1 MIN READ

Financial Fundamentals: Learn the Basics of Wealth Accumulation

by CWA
/
September 18, 2016
November 11, 2016 8:30 AM- 9:00 AM,  Continental Breakfast and Registration 9:00 AM- 4:00 PM,  3to1 Foundation Accumulating Wealth Seminar REGISTER NOW The November 11 Accumulating...
< 1 MIN READ

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TOP POSTS

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 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

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 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
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    • DSO Partners
  • Events
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
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