CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

5 min read

With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a common misconception that estate planning is only for wealthy clients. Smart practitioners recognize that comprehensive estate planning encompasses gift tax strategies, state-level considerations, business succession planning, and family wealth preservation techniques that benefit clients across all income levels. Estate planning […]

Recent Blog Posts

12 min read

Introduction As a licensed accountant or financial professional in Arkansas, staying compliant with the state’s

12 min read

Introduction Staying compliant with the District of Columbia’s CPE requirements is essential for maintaining your

6 min read

Beginning Client succession planning Succession planning for your client is more complicated than simply choosing

7 min read

In the world of continuing professional education (CPE), staying up-to-date with your credits is crucial.

6 min read

In the world of accounting, the Golden State is a beacon of professionalism and integrity

1 min read

An Identity Protection PIN (IP PIN), a unique six-digit number known only to the taxpayer

2 min read

The Internal Revenue Service announced this week that it plans to begin dozens of audits