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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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IRS Commissioner Danny Werfel has stepped down from his position following a resignation letter sent

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With so many CPE options around, it can be difficult to tell which courses are

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If you are a tax preparer located in a federally designated disaster area, your clients

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The Treasury Department has proposed the first major updates to Circular 230 since 2014. The

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The IRS has announced significant tax relief measures for victims of the January 2025 California

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Feeling the Seasonal Stress? Tax season is here. The long hours, endless client questions, threads

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In an effort to ensure California wildfire victims achieve maximum tax relief, in 2022 and