Western CPE Blog
2 min read
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.
Recent Blog Posts
7 min read
As the nation heads into a period of political transition, many clients have questions about
4 min read
In a move that could significantly alter the landscape of cannabis regulation in the United
6 min read
Beginning Client succession planning Succession planning for your client is more complicated than simply choosing
10 min read
Recent campaign proposals from both sides of the aisle have suggested eliminating taxes on tips.
10 min read
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
2 min read
This summer, the California Department of Tax and Fee Administration (CDTFA) posted a new comprehensive
Don't Miss It
The Best CPE Courses for Real Estate Accounting (2025)
June 12, 2025
The Best Courses in Healthcare Accounting (2025)
June 11, 2025
The Best Nonprofit Accounting Courses for 2025
June 6, 2025