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Western CPE Blog

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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.
Your high earnings clients could be getting more from their backdoor Roth IRA.

Recent Blog Posts

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An Identity Protection PIN (IP PIN), a unique six-digit number known only to the taxpayer

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While Tracy Chapman’s “Fast Car” may have found its way back to the top of

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Federal Notice: IR-2024-51, February 27, 2024 IRS notice IR-2024-51 postpones tax year 2023 tax filing

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California has 39 million people, according to the census. (I suspect at least 10 million

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The Internal Revenue Service announced this week that it plans to begin dozens of audits

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Rates are as of Jan 1, 2024. What is a marginal tax rate? In many

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Treasury’s Financial Crimes Enforcement Network (FinCEN) estimates that approximately 20 percent of real estate purchases