The retirement dream: time spent with family, extended vacations, exploring your hobbies and relaxing leisure time. These are the golden years you’ve worked so hard...

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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CWA
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June 7, 2019
4 MIN READ

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CWA
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June 7, 2019
CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns. New clients walk in the door for the first time, and it’s a...
2 MIN READ

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CWA
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June 1, 2019
This article first appeared in Seattle Study Club's Journal in 2019. It is written by CWA Partner Charles Loretto. If you have questions regarding EBITDA...
6 MIN READ

by
CWA
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May 10, 2019
“Let me think about it.” It’s one of the toughest sentences to hear in any dental practice. You know your patient needs treatment. But, sticker...
4 MIN READ

by
CWA
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April 1, 2019
What do you think is the best way to increase production and revenue? If your first answer was to acquire new patients: you aren’t alone....
3 MIN READ

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CWA
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March 29, 2019
Chances are you have at least one folder or cabinet filled with receipts saved from dental supply purchases, meals, travel, promotional and other items you...
3 MIN READ

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CWA
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March 28, 2019
A version of this article was originally published in the March edition of Dentaltown. By Judson Crawford, CPA Looking at your staff salaries by hourly...
5 MIN READ

by
CWA
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March 22, 2019
Our financial planners are used to getting a slew of financial questions. Topics around liquidity, funding limits, big purchases, documents your adult children need and...
2 MIN READ

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CWA
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March 11, 2019
Information contained within this media release provides information on general legal issues and are not intended to provide advice on any specific legal matter or...
4 MIN READ

by
CWA
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March 11, 2019
If saving more is one of your goals for 2019, there's good news—you can put away more money toward your retirement accounts this year. CWA...
2 MIN READ

by
CWA
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March 11, 2019
What a special week it was in Southern California for the CWA community. Clients, planners and some of our favorite vendors gathered for three days...
3 MIN READ
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