Western CPE Blog
4 min read
For clients who've maxed out their 401(k)—the Mega Backdoor Roth is a powerful tool, and 2026 rule changes make the conversation more urgent than ever.
Recent Blog Posts
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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
5 min read
Healthcare accounting comes with a host of specialized tax implications from intricate revenue recognition under
1 min read
On June 11, 2025 FTB reports it is experiencing technical issues that may impact some
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