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
7 min read
As the nation heads into a period of political transition, many clients have questions about
4 min read
In a move that could significantly alter the landscape of cannabis regulation in the United
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
Don't Miss It
New Orleans After Class
February 10, 2026
Where a CPE Conference Can Become a Family Trip
February 10, 2026
A New Orleans CPE Conference That Feels Like a True Getaway
February 10, 2026
