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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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The IRS announced today that it will launch a test run of its free Direct

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On October 16, 2023, the IRS issued IR-2023-189, further postponing tax deadlines for most California

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Charles Littlejohn, a former IRS contractor, has pleaded guilty to leaking certain high-profile individuals’ tax

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The IRS has issued a significant package of guidance for the transfer of new and

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If you’re considering a career in the realm of numbers, spreadsheets, and financial statements, accounting

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The importance of professional skepticism in ensuring the highest standard of audit quality can’t be

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The AICPA on September 26 finalized their long-anticipated resource to assist with implementation of the