CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

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529 plans have been transformed under the One, Big, Beautiful Bill Act, expanding the definition of "qualified" expenses for K-12 and adding qualifying credential programs for postsecondary education.

Recent Blog Posts

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The IRS has released new 2022 instructions for Form 1065 and 1120-S, Schedules K-2 &

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The Biden administration announced last week that it is yet again extending the pause on

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Are your clients thinking about Donor-Advised Funds (DAFs)? An interesting report dropped this week showing

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Does the craziness of the last two filing seasons coupled with the distinct possibility that

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As originally appearing in Procedurally Taxing. Last week in Green Valley Investors v Commissioner, a

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Today, President Biden announced Daniel “Danny” Werfel as his pick to serve as the next

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The IRS announced today that it is expanding its approval program for certain retirement plans.