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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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With so much drama in the ERC, it’s kind of hard being denied eligibility. Of

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With a project as broad and wide-ranging as the Organization for Economic Cooperation and Development’s

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Treasury’s Financial Crimes Enforcement Network (FinCEN) has finalized its latest beneficial ownership information (BOI) reporting

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If you were looking for something to be thankful for in the convoluted information reporting

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IRS Commissioner Danny Werfel promised tax pros this week that brick by brick the industry

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Treasury Secretary Janet Yellen spotlighted various IRS wins and goals for the 2024 tax filing

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The American Institute of CPAs (AICPA) and over 50 affiliated CPA organizations are calling on