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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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In the wide and diverse world of finance, the Big 4 accounting firms have long

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Last week, while the family and I were getting poison ivy camping in Maine, the

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Are you considering taking your career to new heights in the world of taxation? Getting

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Happy Friday, tax pros. In case you missed the major guidance drop out of the

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House Republicans have revved the engine on congressional tax talks this year by releasing a

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Congress has approved a bipartisan debt limit bill, which avoids a federal government default and

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No Notice, No Problem The U.S. Supreme Court has backed the IRS on a third-party