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
5 min read
TRENDING NEWS President Biden signed into law on March 15 a $1.5 trillion omnibus that
6 min read
TRENDING NEWS On February 15, the IRS stated their intention to provide certain additional transition
4 min read
eTAX ALERT SERIES The Suggestion Box Welcome to The Suggestion Box: The 2021 Tax Season.
5 min read
The 2021 tax season is officially here, come Monday. The IRS announced the nation’s tax
5 min read
You’ll want to take the time to review the “What’s New” Section of the Form
4 min read
Prepare to change your 2021 S Corporation Client Letter. Item D has been added to
3 min read
Do your clients have a child or grandchild that they want to provide funds for
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