MWA is now CLA

We are excited to share that we plan to join CLA (CliftonLarsonAllen LLP) on November 1, 2018. CLA is a national professional services firm that, like us, has developed an approach to business grown out of a passion for the businesses in our communities and a deep concern for the people who make them run. Please click here for more information:

As CLA, we can offer you even deeper knowledge and capabilities when you need it — while retaining the agility we have today.
All told, this transition should feel seamless. Take a look at to get a feel for CLA — creating opportunities for businesses, individuals, and communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
If you have any questions or concerns, please do not hesitate to contact us. We look forward to continuing to serve you.

A Behind the Scenes Look at Physician Estate Planning

Client Profile 

A very successful physician hired MWA to answer several questions about his current estate plan and to provide a more strategic view of the long-term implications of the plan and how it impacted the numerous professionals involved in his medical practice.

Pain Point

We were working closely with a large legal team to reduce personal risk and estate taxes by reorganizing the physician’s various entities.

The Right Solution

We made significant changes to the physician’s entity structure that saved him thousands of dollars annually in self-employment taxes and reduced the estate tax burden upon his death considerably. This coordinated effort occurred “behind the scenes” without the headaches that often arise when multiple advisors share their opinions on a client’s situation. 

Above and Beyond Results

The client is often forced to make the tie-breaking decision when multiple advisors are offering different views on how to solve a problem. In this case, our integrated and efficient approach reduced the client’s stress on a complicated issue, and also saved him precious time and money.

Related People: