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.
Recent Blog Posts
4 min read
Mindfulness continues to gain popularity with working professionals worldwide, especially in the United States. When
7 min read
It’s time for you to take the Uniform Certified Public Accountant Examination, better known as
6 min read
In the vast world of tax professionals, there’s room for more than one designation. When
8 min read
California is conforming with IRS disaster relief. California residents in 51 counties now have until
3 min read
The IRS has thrown a rope of relief to those affected by a so-called trap
2 min read
The U.S. Supreme Court in a 5-4 decision has held that non-willful Foreign Bank Account
6 min read
Daniel Werfel testified before the Senate Finance Committee on Feb. 15, 2023, in a hearing
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