Western CPE Blog
2 min read
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.

Recent Blog Posts
6 min read
Accounting is more than the Ben Wyatts and Chandler Bings that fill your television screen
2 min read
The IRS is killin’ it on the phones lately, have you heard? And by killin’
2 min read
Are certain middle class tax relief refunds and payments issued by states in 2022 subject
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The California Franchise Tax Board (FTB) announced yesterday that the controversial Forms 565 and 568
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Happy opening week of the 2023 filing season, tax pros. The IRS announced yesterday that
7 min read
This article by Jessica L. Jeane, J.D. originally appeared in Procedurally Taxing. It likely comes
5 min read
IRS notices CA-2023-01 and IR-2023-03, issued January 10th and 11th, announced California residents of counties
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