Western CPE Blog
4 min read
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.
Recent Blog Posts
6 min read
Beginning Client succession planning Succession planning for your client is more complicated than simply choosing
10 min read
Recent campaign proposals from both sides of the aisle have suggested eliminating taxes on tips.
10 min read
The Internal Revenue Service has announced comprehensive tax relief for individuals and businesses affected by
9 min read
Thomas Richey and Maureen Cleary owned a home and a boat in March 2017, when
2 min read
This summer, the California Department of Tax and Fee Administration (CDTFA) posted a new comprehensive
3 min read
On July 25, 2024, the California Supreme Court delivered a landmark ruling upholding Proposition 22,
4 min read
On June 28, 2024, the Supreme Court delivered a landmark decision in Loper Bright Enterprises
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