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
2 min read
Few proposals have been made to change tax-free reorganizations in the past century, but today,
2 min read
Once a business receives cash exceeding $10,000 (in either a transaction or related transactions), a
2 min read
President Biden has proposed a 2025 budget, and it’s a pie-in-the-sky plan that has no
2 min read
The Department of Education has announced that it will automatically discharge $1.2 billion in loans
6 min read
In the world of accounting, the Golden State is a beacon of professionalism and integrity
2 min read
The FTB continues to request (actually beg) practitioners to utilize the self-service options available on
2 min read
An Alabama Federal District Court has found the Corporate Transparency Act and its Beneficial Ownership
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