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...

"How long to keep tax returns?" A former IRS agent answers this and shares advice concerning keeping tax records. This info may help you avoid...

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...

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...

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....

 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...

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...

Digital News' Investment Editor Brad Sanders recaps the market activity for the first month of 2017.   Download the January 2017 Investment Report.

Digital News’ Investment Editor Brad Sanders recaps December market and investment news.   Download the December 2016 Investment Report. 

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...

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...