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Western CPE Blog

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If your clients deferred capital gains into a Qualified Opportunity Fund, the recognition deadline hits December 31, 2026—making this filing season the time to verify their Form 8997 trail and start planning for the bill.
2025 Filing Season Alert: Opportunity Zone Deferred Gains Are Coming Due

Recent Blog Posts

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The IRS announced today that taxpayers who filed their federal income taxes earlier in this

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Oh, the joy of receiving a paycheck without income tax taken out. Though it may

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Happy Friday, tax pros. Once again, we’re wrapping up the week by getting some of

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The California Franchise Tax Board (FTB) in an e-file news release today is aiming to

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Happy Friday, tax & accounting pros. In an effort not to blow up your inbox