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Western CPE Blog

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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

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James Michael Warren purchased a single-family home in 2016 with plans to convert it into

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As tax professionals, we understand the importance of maintaining high standards of expertise and professionalism

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On March 11, 2025, the Financial Crimes Enforcement Network (FinCEN) issued a Geographic Targeting Order

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The Social Security Administration has eased some of its new identity verification requirements and delayed

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The IRS personnel shake-ups continue. Approximately 7,000 probationary IRS employees who were terminated in February

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Beginning as early as September 30, 2025, the president’s March 25, 2025, executive order “Modernizing

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In a rare regulatory win that tax professionals can actually celebrate during the height of