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
3 min read
The Department of Labor final rule Defining and Delimiting the Exemptions for Executive, Administrative, Professional,
7 min read
In the world of continuing professional education (CPE), staying up-to-date with your credits is crucial.
10 min read
Move over, ERC: there’s another social media craze gaining steam. The IRS has issued an
2 min read
It’s funny how these things work out. A few days ago, I was at Disney’s
9 min read
Patricia Chappell used MileIQ to track her location from March 23 to December 15, 2015.
9 min read
After 25 years as a commercial lender at Comerica Bank, Mr. Alvarado opened South Bay
9 min read
The Thompsons earned income from farming operations raising and selling cattle, chickens, eggs, and turkeys.
Don't Miss It
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
Tips and Learning for Surviving Busy Season for Auditors
February 5, 2026