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Western CPE Blog

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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

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If you’re having tax problems I feel bad for you, son; we got 1099-K problems

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The IRS has provided guidance on reporting procedures that manufacturers and sellers must follow for

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The IRS hath gifted you this December 8 final rules governing the centralized partnership audit

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In case you thought you were all caught up on the IRS’s new Schedules K-2

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The IRS has released new 2022 instructions for Form 1065 and 1120-S, Schedules K-2 &

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The Biden administration announced last week that it is yet again extending the pause on

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Are your clients thinking about Donor-Advised Funds (DAFs)? An interesting report dropped this week showing