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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.
Your high earnings clients could be getting more from their backdoor Roth IRA.

Recent Blog Posts

5 min read

How To Renew A PTIN Renewing your Preparer Tax Identification Number (PTIN) is an essential

5 min read
A step-by-step guide for aspiring tax preparers on how to apply for a PTIN.
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For 2025, The IRA22 introduces a new requirement that certain energy-efficient home improvements will need

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The U.S. Department of Education announced that its Office of Federal Student Aid (FSA) resumed

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In a move that significantly improves digital accessibility for taxpayers, the IRS announced the addition

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If you’re a tax preparer looking to participate in the IRS Annual Filing Season Program

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Getting ready for tax season can’t start early enough for tax return preparers, especially for