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CWA DIGITAL NEWS

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
Investment Updates

RIP Penny, Hello IRS Limits – Ep. 260

CWA November 18, 2025

The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The

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Secure Data Transmission Notice

by CWA
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March 27, 2015
To:       CWA CLIENTS Fr:        CWA Compliance Department As part of our ongoing efforts to ensure CWA clients’ sensitive data is protected , please...
< 1 MIN READ

Lessons Learned: Choosing the Right Doctor to Join Your Dental...

by CWA
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March 25, 2015
  How do you know who the right doctor is to bring into your practice? The practice in which you’ve put countless hours building into...
4 MIN READ

Building Lifelong Connections with Your Customers: Part 1 – The...

by CWA
/
March 25, 2015
WATCH VIDEO: Cain Watters Managing Partner Dan Wicker on The Key to Customer Loyalty. Part 1 of a 3-part series beginning April 2015 on Building...
< 1 MIN READ

Interest Rate Hikes You May Not Hate

by CWA
/
March 25, 2015
March 31, 2015 Tectonic (formerly FMR) investment strategist Brad Sanders recently attended a Pimco-hosted event featuring Ben Bernanke and Condoleezza Rice. Read his key takeaways...
2 MIN READ

Financial Planning – Managing a Cashflow Crisis

by CWA
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March 25, 2015
WATCH VIDEO: Having a cash flow shortage isn't uncommon for many business owners, but it can be very stressful. Cain Watters Planner Ed Daude shares...
< 1 MIN READ

Inside CWA – Suzanne Campling’s Recipe for Personal Triumph

by CWA
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March 25, 2015
  CWA Client Coordinator Suzanne Campling has always been a great cook, but her love affair with food has caused a lifelong tug-of-war between pleasure...
3 MIN READ

Tax Update — Do you qualify for additional tax savings?

by CWA
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March 25, 2015
  As we reported in January, a recent court case has broadened the definition of a Domestic Production Activity which may allow your business to...
< 1 MIN READ

CWA INVESTMENT NEWS

by CWA
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February 27, 2015
III to I Financial Management Research (FMR), the firm that supports the CWA investment community, is undergoing a company reposition beginning with a new name....
2 MIN READ

CWA Audit Insiders Share Their Top Takeaways from Defending and...

by CWA
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February 27, 2015
On the “scary” scale, an IRS audit ranks right up there with snakes, public speaking and clowns for most people. The seemingly random selection process,...
< 1 MIN READ

Tax Season No Sweat for CWA Clients

by CWA
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February 27, 2015
CWA Partner/Financial Planner Judson Crawford Offers 3 Tips for a Stress-free Tax Season  
< 1 MIN READ

CWA Annual Meeting Heads West: A Look Ahead to Laguna...

by CWA
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February 26, 2015
  You may have heard the whispers, but now it’s official. The CWA Annual Meeting is heading to Southern California in 2016. On Saturday, February...
< 1 MIN READ

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TOP POSTS

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

Investment Updates

November 5, 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

Investment Updates

November 5, 2025
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  • About
    • History
    • Powering Potential
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  • Services
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      • Business Planning
      • Personal Planning
    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
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    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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