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CWA DIGITAL NEWS

How Long to Keep Tax Returns and Tax Records
Inflation Insights: Warsh Approach
Case Study: Two Doctors in Debt
The 300th Episode! – Ep. 300

How Long to Keep Tax Returns and Tax Records

CWA August 21, 2026

“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 audit headaches.

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Selecting a Partner that Complements (Rather than Compromises) Your Practice

by CWA
/
October 9, 2017
Congratulations! You’re at the point in your career where you’ve decided to bring a partner into your dental practice. You feel excited, but it’s understandable...
3 MIN READ

Preparing your practice for the unexpected

by CWA
/
October 6, 2017
When a CWA planner sits down with a client, part of working towards long-term goals involves laying the groundwork today in order to benefit in...
< 1 MIN READ

Protecting yourself following the Equifax cybersecurity breach

by CWA
/
October 6, 2017
Equifax says a giant cybersecurity breach compromised the personal information of as many as 143 million Americans. Cyber criminals have accessed sensitive information, including names,...
2 MIN READ

The Advisors’ Shelf

by CWA
/
October 6, 2017
CWA planner Hunter Satterfield’s regular past time is reading. This is such a known fact by his colleagues and friends, that many of his clients...
3 MIN READ

Suralink: Sharing and accessing files with your financial planning team...

by CWA
/
October 6, 2017
As of Oct. 1, 2017, Cain Watters & Associates is now using Suralink for document exchange. This web-based application combines a user-friendly file portal, request...
< 1 MIN READ

End-of-year Tax Reminders – For those that filed an extension

by CWA
/
September 11, 2017
There are some important deadlines fast approaching in September and October, and we do not want you to miss them. So, we interrupt your daily...
< 1 MIN READ

6 Critical Steps to Paying Off Dental School Debt

by CWA
/
September 1, 2017
My colleagues and I have watched dental school and education costs grow at an astonishing clip in the past few years during my work with...
3 MIN READ

Important Information Regarding Hurricanes Harvey & Irma

by CWA
/
August 31, 2017
Hurricane Harvey & Irma brought destruction, torrential rain and devastating floods to our neighbors in the coastal region of Texas, Louisiana, Florida, Georgia and surrounding areas. The storm...
2 MIN READ

Is your website ADA compliant?

by CWA
/
August 7, 2017
Just like so many other areas of your practice, compliance to necessary standards is also important to your website. Observing and following all the American...
2 MIN READ

Life Lessons from a Clinical Professor of Dentistry

by CWA
/
August 3, 2017
The concept of accumulating wealth isn’t as complicated as it sounds. By learning this powerful concept, people across generations can equip themselves to accumulate wealth...
2 MIN READ

Relocating to a tax-favorable state for retirement: is it worth...

by CWA
/
August 3, 2017
You might spend your career building your savings with the long-term goal of enjoying the fruits of your labor in retirement. But planning for retirement...
4 MIN READ

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TOP POSTS

Inflation Insights: Warsh Approach

August 18, 2026
Two Doctors in Debt

Case Study: Two Doctors in Debt

August 12, 2026

The 300th Episode! – Ep. 300

August 11, 2026

Investment Updates

August 11, 2026

Inflation Insights: Warsh Approach

August 18, 2026
Two Doctors in Debt

Case Study: Two Doctors in Debt

August 12, 2026

The 300th Episode! – Ep. 300

August 11, 2026

Investment Updates

August 11, 2026
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  • About
    • History
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • 401(k) Plans
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
    • Sapphire Circle
  • Blog
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco