Western CPE Blog
3 min read
If your clients deferred capital gains into a Qualified Opportunity Fund, the recognition deadline hits December 31, 2026—making this filing season the time to verify their Form 8997 trail and start planning for the bill.
Recent Blog Posts
3 min read
The Department of Labor (DOL) takes a neutral stance on cryptocurrency being incorporated into 401(k)
5 min read
The Senate Finance Committee's version of the One Big Beautiful Bill Act (OBBBA) passed in
4 min read
What can the case of William J. Cade v. Comm teach tax pros about donation
5 min read
The Senate Finance Committee's release of their version of the One Big Beautiful Bill Act
5 min read
The 2025 Social Security Trustees Report shows the OASI Trust Fund still runs dry in
5 min read
With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a
5 min read
Real estate professionals, investors, and property developers face critical financial decisions daily that can make
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