June 17, 2024 Frisco, Texas – Cain Watters & Associates (CWA), a leading financial advisory firm, is pleased to announce the successful acquisition of CFO...

What you need to know about the beneficial ownership information report Key takeawaysThe Beneficial Ownership Information (BOI) Report is simple to complete online.Businesses only need to...

Funding limits increase to reflect rising inflation With the rising cost of living, the Internal Revenue Service is offering its annual increase to taxpayers by...

Near-or-far from retirement, this law impacts you. The Secure Act 2.0 builds on earlier legislation that altered the rules regarding how to save and withdraw...

Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...

Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...

Meeting the IRS qualifications for ERTC to hold up against an IRS audit Most COVID-19 relief programs have expired, however, the Employee Retention Tax Credit...

Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...

Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...

Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...

What proposed changes mean for high-income earners In mid-September, House Democrats released the details of their proposed tax plan. The proposal is expected to raise...