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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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Revised March 30, 2020 MOST EMPLOYERS REQUIRED TO PAY SICK LEAVE IF ABSENCE RELATED TO

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The IRS extended COVID-19 pandemic relief for tax payments due on Apr. 15, 2020 until

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Treasury Secretary Steven Mnuchin announced a three-month reprieve for the payment of taxes normally due

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2020 Tax Season A staff meeting to start another tax season is a smart idea,

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The IRS has released its final version of the 2019 Form 1040. Say bye-bye to the

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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