CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

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The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.

Recent Blog Posts

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The Further Consolidated Appropriations Act, 2020, (HR 1865) was must-pass legislation or the government would have

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The Further Consolidated Appropriations Act, 2020, (HR 1865) was must-pass legislation or the government would

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The IRS released revised drafts of the 2019 Form 1065 and the 2019 Form 1065, Schedule K-1

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IRS says that we are going to live a little longer–or at least the RMD

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2019 Year-End Planning The Tax Cuts and Jobs Act made more than 100 changes that

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Qualified Opportunity Zones Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs

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IRS GOES AFTER VIRTUAL CURRENCY IN A BIG WAY Money can’t buy happiness, but Bitcoin

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