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Western CPE Blog

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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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  Article at a Glance: California enacts a Small Business Hiring Tax Credit for 2020

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  Article at a Glance: IRS Approves SALT Workaround for Pass-Through Entity (Notice 2020-75; IR-2020-252)

4 min read

  Article at a Glance: IRS Kills Hopes for a Year-End PPP Loan Forgiveness Strategy

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  Article at a Glance: Partnerships filing Form 1065 for the tax year 2020 must

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  Article at a Glance: SBA and Treasury stepped up and issued new forgiveness rules

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  Article at a Glance: Proposed Regs Clarify Treatment of “Excess Deductions” at the Termination

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  Article at a Glance: FASB released a new Accounting Standards Update No. 2020-04, giving