CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...
IRS Updates Contribution Limits for 2025
CWA
January 17, 2025
Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow
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February 6, 2017
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...
3 MIN READ
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CWA
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January 6, 2017
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...
3 MIN READ
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December 6, 2016
CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...
4 MIN READ
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CWA
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November 9, 2016
Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...
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September 18, 2016
Strategy First. For business owners, an update to the company website often feels like a necessary evil. You understand web marketing is an essential part...
3 MIN READ
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August 30, 2016
One of the biggest challenges for practice owners is simply keeping all the moving parts of the business organized. If you’re looking for ways to...
2 MIN READ
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June 24, 2016
Yesterday, the United Kingdom (U.K.) decided to leave the European Union (EU). The vote to exit, termed “Brexit”, came as a bit of a shock...
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May 23, 2016
Parents, children and practice management. by Paige Worley, CWA Digital Communications Dr. John Jackson’s dreams came true when John Morgan, one of his two sons,...
4 MIN READ
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CWA
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April 12, 2016
When someone conducts an online search for dental services, they, along with the other 40 percent of people who rely on digital vehicles to find...
3 MIN READ
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