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Western CPE Blog

4 min read
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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Hey, tax pros — have you checked out the IRS’s upgrades to its online Tax

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The Financial Crimes Enforcement Network (FinCEN) today issued proposed regulations to extend the deadline for

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A federal government shutdown looms as lawmakers on Capitol Hill struggle to reach consensus on

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On 9/18/23, Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a guide to help small businesses

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Deciding between a CMA (Certified Management Accountant) and an MBA (Master of Business Administration) is

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In a Tax News Flash issued September 15, 2023, the California Franchise Tax Board (FTB)

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The IRS has stopped processing all new employee retention credit (ERC) claims in an effort