When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United...
2025 IRS Contribution Limits – Ep. 208
CWA
November 26, 2024
As the new year approaches, it’s crucial to know exactly how much you can put away in your different savings funds to set your goals
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November 7, 2018
December is on its way, and in the blink of an eye, 2018 will be over – as will your opportunity to take advantage of...
4 MIN READ
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CWA
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November 7, 2018
By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his thinking had evolved since...
3 MIN READ
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November 5, 2018
One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...
5 MIN READ
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October 5, 2018
For as long as civilizations have been engaging in trade, methods of record keeping, accounting and accounting tools have been in use. Though the concept...
3 MIN READ
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October 5, 2018
Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I...
2 MIN READ
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October 5, 2018
The investment milestone map of the 3-to-1 money growth concept is the foundational depiction of wealth accumulation for CWA clients. The philosophy came to Darrell...
4 MIN READ
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October 4, 2018
Editorial note: The following blog was written following an interview with Dr. Todd Engel, as a result of the increasing demand for dental implants. Continuing...
3 MIN READ
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September 13, 2018
Many dentists choose to work in one physical office and are able to produce enough dentistry and earn sufficient income to achieve all their financial...
5 MIN READ
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September 10, 2018
Updated 10/5/2020 to reflect 2020 taxable income limits. In early August, the IRS issued proposed regulations on the Tax Cut and Job Act. The regulations...
3 MIN READ
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September 6, 2018
By: Dan Wicker If you’ve seen it, it’s hard to forget the first time experiencing the Shamu show at SeaWorld. The sheer size of the...
3 MIN READ
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