Western CPE Blog
6 min read
529 plans have been transformed under the One, Big, Beautiful Bill Act, expanding the definition of "qualified" expenses for K-12 and adding qualifying credential programs for postsecondary education.
Recent Blog Posts
2 min read
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a
3 min read
The Department of Labor (DOL) takes a neutral stance on cryptocurrency being incorporated into 401(k)
5 min read
The Senate Finance Committee's version of the One Big Beautiful Bill Act (OBBBA) passed in
4 min read
What can the case of William J. Cade v. Comm teach tax pros about donation
5 min read
The Senate Finance Committee's release of their version of the One Big Beautiful Bill Act
5 min read
The 2025 Social Security Trustees Report shows the OASI Trust Fund still runs dry in
5 min read
With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a
