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Western CPE Blog

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The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan's spousal beneficiary policy on remarriage.

Recent Blog Posts

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Divorce settlement, so what’s the first thing we need to know? In a divorce, if

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Don’t stop reading this important Tax Court decision because the charity deduction is so big

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Vern Hoven addresses top scams aimed at tax preparers including phishing scams, phone scams and

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In a recent decision, the Tax Court provided relief to an employer who misclassified workers

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Estate planning is not just for the ultra-rich. But their mistakes, when they have plenty

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How to Begin to Prepare Your Clients for Changes to the Health Care Law.The House

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Payroll/HR Department receiving email from CEO/CFO requesting list of all employees’ W-2s probably is new

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