Whether young or retired, this is advice you can’t ignore At the end of the day, we all want to know the secret that has...

The Consolidated Appropriations Act’s tax provisions impacting you In late December of 2020, the Consolidated Appropriations Act (CAA) became law. Although most of the news...

a family affair When CPA Jennifer Klein joined CWA in 2005, she had no idea it would end up being a family affair. Jenn was...

video: How this week’s happenings impact you and the broader market This morning, CWA Investment Committee members Hunter Satterfield and Brad Sanders jump on camera...

Walk through two scenarios on how to calculate the credit Earlier this week, we released a blog outlining the changes to the Employee Retention Credit (ERC)....

Details surrounding how to claim this credit in 2020 and 2021 In late December, Congress passed the Consolidated Appropriations Act 2021 (CAA), a bill combining...

SBA portal opens for first- and second-time borrowers As of Jan. 11, 2021 at 9:00 a.m., the Paycheck Protection Program (PPP) loan portal system is...

Fast track financial success with five actions you can take now We’ve finally said goodbye to 2020. Given the unpredictable nature of the previous year,...

Consider these factors before jumping in on a lower interest rate When mortgage interest rates fall, many homeowners look to refinance their loans. With most individual’s wealth...

Plan for this year and catch up on IRA retirement savings Last year was tough, but 2021 brings a fresh opportunity to get retirement savings...

Summary of important deadlines, eligibility requirements, and loan amounts On December 27, 2020, President Trump signed into law the Economic Aid to Hard-Hit Small Businesses,...