CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

5 min read

The 2026 tax season isn’t here yet, but it’s never too late to start preparing, starting with your PTIN. A Preparer Tax Identification Number (PTIN) serves as the equivalent of a tax professional’s social security number. The IRS uses this to track returns prepared by each tax professional and to monitor their continuing education requirements. […]

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

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Recent campaign proposals from both sides of the aisle have suggested eliminating taxes on tips.

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The Internal Revenue Service has announced comprehensive tax relief for individuals and businesses affected by

9 min read

Thomas Richey and Maureen Cleary owned a home and a boat in March 2017, when

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This summer, the California Department of Tax and Fee Administration (CDTFA) posted a new comprehensive

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On July 25, 2024, the California Supreme Court delivered a landmark ruling upholding Proposition 22,

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On June 28, 2024, the Supreme Court delivered a landmark decision in Loper Bright Enterprises