Western CPE Blog
2 min read
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.
Recent Blog Posts
4 min read
Prepare to change your 2021 S Corporation Client Letter. Item D has been added to
3 min read
Do your clients have a child or grandchild that they want to provide funds for
6 min read
Clients had a break in 2020, they didn’t have to take Required Minimum Distributions (“RMDs”)
7 min read
Covid-19 threw several monkey wrenches into our everyday chaotic tax season. And the IRS wasn’t
3 min read
President Biden pushed The House to vote today on his historic Build Back Better (BBB)
9 min read
After almost two months of wrangling, cajoling, and threatening, the Democrats in the House and
5 min read
“All Business is Risky Business” In 1983 Tom Cruz starred in the hit movie “Risky
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