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
2 min read
Are certain middle class tax relief refunds and payments issued by states in 2022 subject
2 min read
The California Franchise Tax Board (FTB) announced yesterday that the controversial Forms 565 and 568
3 min read
Happy opening week of the 2023 filing season, tax pros. The IRS announced yesterday that
7 min read
This article by Jessica L. Jeane, J.D. originally appeared in Procedurally Taxing. It likely comes
5 min read
IRS notices CA-2023-01 and IR-2023-03, issued January 10th and 11th, announced California residents of counties
3 min read
1 Audit, 2 Audits, No Audits, Few Audits: During fiscal year (FY) 2022, few millionaires
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It’s funny how tax filing season always seems to arrive right when it feels like
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