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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.
Your high earnings clients could be getting more from their backdoor Roth IRA.

Recent Blog Posts

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The IRS has issued new guidance for individuals who qualify for tip and overtime deductions
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The IRS issued guidance on the new 25% agricultural loan interest exclusion, establishing an 80%
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The IRS has extended its annual e-file system shutdown to December 26, 2025, when the
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The IRS has announced their annual increases to retirement plan contribution limits for 2026.
6 min read
AI is only becoming more prevalent as a resource in the tax and accounting industry.
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On November 5, 2025, the Treasury Department and IRS announced penalty relief from One, Big,
4 min read
What happens when a CFO signs Form 872-M without being the designated Partnership Representative? A