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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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The IRS on October 21 issued Notice 2022-55, providing cost-of-living adjustments affecting dollar limitations for

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Leslie Book, Professor of Law, Villanova University School of Law, Principal Author, Saltzman and Book,

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Leslie Book, Professor of Law, Villanova University School of Law, Principal Author, Saltzman and Book,

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The Biden administration has announced its much-anticipated plan to forgive up to $20,000 in student

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Today, the IRS announced that it is providing broad penalty relief for certain 2019 and

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Remember the unprecedented IRS backlog and the ensuing chaos it created for tax pros and

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Congress has enacted a reconciliation package containing several significant tax law changes, many of which