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
Navigating the World of Tax Professionals and Certified Public Accountants Are you on the crossroads
5 min read
For many aspiring securities professionals, passing the Securities Industry Essentials (SIE) Exam is the first
3 min read
With so much drama in the ERC, it’s kind of hard being denied eligibility. Of
4 min read
With a project as broad and wide-ranging as the Organization for Economic Cooperation and Development’s
2 min read
Treasury’s Financial Crimes Enforcement Network (FinCEN) has finalized its latest beneficial ownership information (BOI) reporting
2 min read
If you were looking for something to be thankful for in the convoluted information reporting
3 min read
IRS Commissioner Danny Werfel promised tax pros this week that brick by brick the industry
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