Western CPE Blog
3 min read
If your clients deferred capital gains into a Qualified Opportunity Fund, the recognition deadline hits December 31, 2026—making this filing season the time to verify their Form 8997 trail and start planning for the bill.
Recent Blog Posts
2 min read
The Biden administration announced last week that it is yet again extending the pause on
2 min read
Are your clients thinking about Donor-Advised Funds (DAFs)? An interesting report dropped this week showing
2 min read
Does the craziness of the last two filing seasons coupled with the distinct possibility that
4 min read
As originally appearing in Procedurally Taxing. Last week in Green Valley Investors v Commissioner, a
2 min read
Today, President Biden announced Daniel “Danny” Werfel as his pick to serve as the next
2 min read
The IRS announced today that it is expanding its approval program for certain retirement plans.
2 min read
In case you missed it, Treasury and the IRS recently published final regulations, which aim
Don't Miss It
New Orleans After Class
February 10, 2026
Where a CPE Conference Can Become a Family Trip
February 10, 2026
A New Orleans CPE Conference That Feels Like a True Getaway
February 10, 2026
