CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

LIMITED TIME ONLYGet 5 Days at our New Orleans conference for the Price of 4

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.
Your high earnings clients could be getting more from their backdoor Roth IRA.

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