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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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Last month the IRS announced that taxpayers generally have until July 15, 2020 to file

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One of Western CPE’s most popular instructors, Jeff Sailor brings expertise and a singular flair

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SBA Answers Questions in its “Interim Final Rule” on Paycheck Protection Program Loans Coronavirus has

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The Coronavirus has infected our personal and professional lives in many way. After at a

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Edited By Danny C. Santucci Disclaimer at bottom of summary Danny Santucci, BA, JD, is

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The Coronavirus has infected our life in many ways. Family and friends are sick, quarantined

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Dear Client, The Coronavirus has infected our life in many ways. Family and friends are