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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.
2025 Filing Season Alert: Opportunity Zone Deferred Gains Are Coming Due

Recent Blog Posts

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Prepare to change your 2021 S Corporation Client Letter. Item D has been added to

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Do your clients have a child or grandchild that they want to provide funds for

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Clients had a break in 2020, they didn’t have to take Required Minimum Distributions (“RMDs”)

7 min read

Covid-19 threw several monkey wrenches into our everyday chaotic tax season. And the IRS wasn’t

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President Biden pushed The House to vote today on his historic Build Back Better (BBB)

9 min read

After almost two months of wrangling, cajoling, and threatening, the Democrats in the House and

5 min read

“All Business is Risky Business” In 1983 Tom Cruz starred in the hit movie “Risky