Western CPE Blog
3 min read
If your clients deferred capital gains into a Qualified Opportunity Fund, the recognition deadline hits December 31, 2026—making this filing season the time to verify their Form 8997 trail and start planning for the bill.
Recent Blog Posts
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Beginning as early as September 30, 2025, the president’s March 25, 2025, executive order “Modernizing
4 min read
In a rare regulatory win that tax professionals can actually celebrate during the height of
2 min read
Last week, the Financial Crimes Enforcement Network (FinCEN) issued a significant Geographic Targeting Order (GTO)
2 min read
The U.S. Treasury Department announced on March 2 that it will no longer enforce the
2 min read
If you file Forms 1099 via paper or file electronically with the IRS following the
6 min read
As financial planning professionals, you often encounter parents who are overwhelmed by the prospect of
4 min read
As tax professionals, you develop a deep understanding of your clientele’s financial needs, their goals,
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