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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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Introduction Staying compliant with Utah’s Continuing Professional Education (CPE) requirements is essential for accountants and

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Introduction Maintaining compliance with Tennessee’s Continuing Professional Education (CPE) requirements is vital for Certified Public

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Introduction Staying compliant with South Carolina’s Continuing Professional Education (CPE) requirements is critical for accountants

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Introduction Staying compliant with Oklahoma’s Continuing Professional Education (CPE) requirements is a crucial part of

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On November 26th, the IRS issued Notice 2024-85, which provides transition relief for third-party settlement

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Introduction Staying compliant with Ohio’s Continuing Professional Education (CPE) requirements is essential for CPAs and

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Introduction Maintaining compliance with North Carolina’s CPE requirements is essential for accountants and financial professionals