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CWA DIGITAL NEWS

2026 End-of-Year Tax Moves to Consider
Investment Updates
The Leadership Odyssey: Part 2 – Ep. 308
The Leadership Odyssey: Part 1 – Ep. 307

2026 End-of-Year Tax Moves to Consider

Keith Klein October 12, 2026

What to Implement Before Dec. 31 Key Takeaways The last quarter of the year is a great time to get organized and prepared for the

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From a Fascination with Fiction to a Career in Investments

by CWA
/
August 4, 2015
I get bored easily. I was always a good student – more out of a sense of obligation rather than interest – but the thought...
2 MIN READ

VIDEO: Pulling Your Way Out of Dental School Debt

by CWA
/
August 4, 2015
  CWA Financial Planner Keith Klein offers three ways to make managing your mound of dental school debt far less daunting.
< 1 MIN READ

The Business Side of Dentistry and Other Great Unknowns…

by CWA
/
August 4, 2015
  Why does practice management keep so many good dentists up at night? Because chances are when you graduated dental school, your mind was set...
< 1 MIN READ

A CWA Summer

by CWA
/
August 4, 2015
 
2 MIN READ

Upcoming Events

by CWA
/
August 4, 2015
DOCTOR DISCOVERY DAY Click image to learn more... CWA PRACTICE TRANSITION SEMINARS If you're thinking about transitioning your practice, buying into a practice, bringing on...
2 MIN READ

The Dentist’s Guide to Setting Fees the Right Way

by CWA
/
July 6, 2015
by Steven J. Anderson, Total Patient Service   My oldest daughter and her new husband just purchased their first washer and dryer.  As expected, they...
3 MIN READ

Answers to Your Top Questions About Fee Setting

by CWA
/
July 6, 2015
  If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...
< 1 MIN READ

The Madoff Mistake

by CWA
/
July 6, 2015
You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff.  In...
3 MIN READ

How to Recognize a Weasel

by CWA
/
July 6, 2015
Certified Fraud Examiner Bryant Truitt, has seen it all. As founder and CEO of Brytan and Associates, a Texas-based firm specializing in internal healthcare practice...
3 MIN READ

How Does Your Ortho Practice Compare?

by CWA
/
July 6, 2015
NOW AVAILABLE FOR DOWNLOAD CWA ORTHODONTIC PRACTICE COMPARISON REPORT–2014 Edition • Informative compilation of practice management and performance data allowing you to evaluate how your...
< 1 MIN READ

First Responders: The Quick Actions of Your Financial Institution in...

by CWA
/
June 8, 2015
  Know what your financial institution is doing to ensure you’re protected if your personal financial information is compromised. Last month, the Internal Revenue Service...
3 MIN READ

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TOP POSTS

2026 End-of-Year Tax Moves to Consider

October 12, 2026

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 2026

2026 End-of-Year Tax Moves to Consider

October 12, 2026

Investment Updates

October 8, 2026

The Leadership Odyssey: Part 2 – Ep. 308

October 6, 2026

The Leadership Odyssey: Part 1 – Ep. 307

September 29, 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
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    • Sapphire Circle
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco