Determine exactly how much you need Nearly everyone understands the importance of expecting the unexpected. It is one of the reasons the process of financial...

Market Whiplash and CPI – Ep. 229
CWA
April 15, 2025
NASDAQ saw its biggest day in point history with a 12-point surge. After the market dropped due to tariffs, is the economy in the clear?
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by
Brook Hoover, CPA
•
January 31, 2020
Dentists dream big. When I have my first meeting with a client and we try to define their goals, it’s common for their sites to...
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by
CWA
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January 31, 2020
Protect yourself by writing the full date The new year is giving scammers an easy way to forge documents. This year's abbreviation is easily changeable...
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by
CWA
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January 11, 2020
Darrell Cain Shares Goal Setting Advice For many people, the end of a year is time to reflect upon what’s been achieved and what’s ahead....
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by
CWA
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January 8, 2020
The financial pros and cons for dental practice owners Whether you lease or purchase your office space, it represents a major financial investment. In our...
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by
CWA
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December 28, 2019
Mark your calendar to submit or expend by these dates Resolved to get ahead of tax deadlines this year? It’s time to start gathering your...
2 MIN READ

by
CWA
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November 25, 2019
CPA tips to accumulate, grow and perpetuate your wealth during economic downturn This is the final article in a series about preparing for a potential...
4 MIN READ

by
CWA
•
November 25, 2019
INCREASED LIMITS EQUALS MORE OPPORTUNITY TO SAVE If saving more is one of your goals for 2020, there’s good news—investors now have the opportunity to...
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by
CWA
•
November 11, 2019
A guide for getting started Saving for retirement, paying down debt, buying a home or building liquidity—when extra money is tight, where should your dollars...
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by
CWA
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October 8, 2019
This is part one of three in a series of articles about preparing for a potential recession. Over the coming weeks on our blog, CWA...
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by
CWA
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October 7, 2019
Protect your personal assets from your business liabilities The business structure you choose influences everything from day-to-day operations, taxation, asset allocation to how much of...
5 MIN READ
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