A new set of clubs? Airline tickets for this summer’s vacation? Paying off that digital intraoral x-ray sensor that you bought last summer? How do...

The AAO Annual Session was an encouraging meeting for our orthodontic team and attending clients, actively motivating them toward their 2017 goals. The weekend’s focus:...

CWA Managing Partner Dan Wicker gives an update on the Tax Reform Outline and the effect changes may have on individuals and business. Last November...

If you’ve filed your tax return before the deadline, don’t be in the dark about when you will get your federal tax refund. More than...

Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...

A new Tricare Dental Plan will have active-military, National Guard, Reserve members and their families switch from MetLife to United Concordia on May 1. The...

Each year the CWA Annual Meeting brings financial planners and clients together for a non-traditional, entertaining CWA experience. The 2017 annual meeting weekend was filled...

CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...

As of the 1st of this year, the IRS lowered the 2017 standard mileage rate from the 2016 rate, changing the percentage of your driving...

Clients will receive their 2016 tax documents securely for review and e-signing through SafeSend Returns. This simple, easy-to-use electronic delivery software will streamline communication between...

According to the Better Business Bureau, all business users of the popular accounting software should be on the lookout for a new phishing email scam....