The commonly known deadline for filing your personal tax returns with the IRS is April 15, however you may have heard about another option. In...

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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January 4, 2019
Updated 1/16/19: The IRS has created a shutdown contingency plan, asking over half its workforce to return to work, mostly without pay while the government...
2 MIN READ

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CWA
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January 3, 2019
As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly...
3 MIN READ

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CWA
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January 3, 2019
Resolved to stay on top of tax deadlines this year? Let us help. Here are 2019’s important IRS dates and deadlines to mark on your...
< 1 MIN READ

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CWA
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January 3, 2019
In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of...
2 MIN READ

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CWA
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December 7, 2018
The long and short of it is, our emotions and behaviors affect the decisions we make every day. But, when it comes to decisions around...
< 1 MIN READ

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CWA
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December 6, 2018
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...
3 MIN READ

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CWA
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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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CWA
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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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