CWA Partner, Charles Loretto, and NDP's Christy Ratcliff will be discussing the importance of understanding the value of your practice. Stop by booth 503 for a complimentary consultation from a CPA.
CPA Erica Grant will be speaking about the financial decisions the dentist must get right including topics covering cash flow, tax strategies and more.
We are pleased to announce Partner Charles Loretto is hosting a seminar on practice transitions on Friday, May 1. If you are considering buying into a practice as an associate or selling part or all of your practice as an owner, this informative session will cover all the things you need to know. Charles has […]
Please join us at the Graduate Orthodontic Residents Program in Ann Arbor, Michigan. Our team will be there to answer questions about owning your own practice versus the other options. Bring any and all of your financial questions for our experienced team!
Partner Charles Loretto will give his lecture Financing: Putting It All Together at the Benco Build Your Future Seminar in Costa Mesa, California. Register here.
CWA Partner Charles Loretto will be presenting Owning Your Practice: The Bridge to Financial Freedom The weekend will feature several keynote speakers and various workshops presenting career options for graduates […]
CPA, IAR Justin Fry will present the lecture, Sweeping Changes Are Coming to Retirement Plans: Secure Act 2.0 The economic volatility and confusion surrounding the last few years have impacted […]
One of the largest dental meetings in the world, led by top dental speakers, will present on elevating your knowledge and career. There will be featured workshops with the latest […]
We are excited to join the Mommy Dentists in Business (MDIB) annual CEO Roundtable another year! The CEO Roundtable is an opportunity for like-minded successful MDIBs to share best practices and continue being pioneers in the industry. CPA Brittany Frazier will present on Creating Confident & Balanced Women in Wealth: Accumulate, Preserve, & Perpetuate Wealth on […]
CWA is honored to join the Seattle Study Club's Director Summit for another year. CWA Partner Charles Loretto will be taking consultation sessions onsite, empowering study club directors with tools they can use in and out of the practice to be better leaders for patients and study club members. In these sessions, he will discuss the […]
