CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

5 min read

The 2026 tax season isn’t here yet, but it’s never too late to start preparing, starting with your PTIN. A Preparer Tax Identification Number (PTIN) serves as the equivalent of a tax professional’s social security number. The IRS uses this to track returns prepared by each tax professional and to monitor their continuing education requirements. […]

Recent Blog Posts

4 min read

Final §199A Regs Help Clarify the De Minimis Rule for a Business with SSTB Income (REG-107892-18)

5 min read

The 20% QBI deduction is only allowed for qualified trade or business income. The bothersome

3 min read

A staff meeting to begin another tax season is a good idea whether your staff

4 min read

One of our Tax Update attendees generously provided a client letter for you to use. 

6 min read

There are more than 100 changes in the Tax Cuts and Jobs Act taking affect

4 min read

Dividing Business Functions to Avoid the Specified Services Limitations for the QBI Deduction (PR §1.199A-5)

2 min read

Two CPAs in Trouble for Aiding and Abetting the Filing of False Tax Returns Marc