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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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Have you taken a class from Jeff Sailor? He’s one of our favorites and one

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It happened again. New law on Paycheck Protection Program forgiveness was signed by the President

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Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse

4 min read

In a rare bipartisan effort with only one no vote by Rep. Chip Roy (R-Texas),

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Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse

4 min read

Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles.

5 min read

SBA and Treasury Release Interim Final Rules on PPP Loan Forgiveness Late Friday evening, SBA