When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...

Threading of Community and Culture – Ep. 223
CWA
March 11, 2025
This year’s Annual Meeting in Las Vegas inspired attendees to be a leader that fosters a strong culture in the workplace and embraces the future
Loading...

by
CWA
•
July 5, 2023
Will your current risk profile get you to your goals? Key Takeaways The bear market hung around for 248 days, costing investors an estimated $3...
4 MIN READ

by
CWA
•
June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
< 1 MIN READ

by
CWA
•
June 20, 2023
The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...
< 1 MIN READ

by
CWA
•
June 15, 2023
Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...
3 MIN READ

by
CWA
•
June 13, 2023
It’s no secret to investors that the last few years have been grueling coming off a bear market. However, investors have seen the S&P 500...
< 1 MIN READ

by
CWA
•
June 6, 2023
Find out if your net profit is in line with the industry averages The last three years have been a roller coaster for dental practice...
4 MIN READ

by
CWA
•
June 5, 2023
It’s not every day you get a sneak peek into other dental practice’s overhead, collections, production, staff salaries and more. Well, here’s your chance! Broken...
< 1 MIN READ

by
CWA
•
May 23, 2023
American household debt surpassed $17 trillion for the first time, and credit card delinquency rose to a new high of 4.5%. Dental practices will start...
< 1 MIN READ

by
CWA
•
May 19, 2023
UPDATE: IRS PAUSES NEW ERC CLAIMS On Sept. 14, 2023, the IRS announced that new claims for the Employee Retention Tax Credit, or ERC, won’t...
4 MIN READ

by
CWA
•
May 11, 2023
Everyday dentists' attention is split between their business and investment portfolio. And knowing where your action items remain for your personal and business financials can...
< 1 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (176)
- Annual Meeting (14)
- Digital News Feature (151)
- Financial Planning (134)
- Inside CWA (28)
- Investing (50)
- Knowledge & Know-How (78)
- News (83)
- PR/Marketing/Social Media (4)
- Practice Management (91)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (95)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Threading of Community and Culture – Ep. 223
March 11, 2025

Investment Updates
March 10, 2025

How to Know If Selling to a DSO Is Right for You
March 10, 2025


Threading of Community and Culture – Ep. 223
March 11, 2025

Investment Updates
March 10, 2025

How to Know If Selling to a DSO Is Right for You
March 10, 2025
