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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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The IRS released revised drafts of the 2019 Form 1065 and the 2019 Form 1065, Schedule K-1

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IRS says that we are going to live a little longer–or at least the RMD

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2019 Year-End Planning The Tax Cuts and Jobs Act made more than 100 changes that

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Qualified Opportunity Zones Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs

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IRS GOES AFTER VIRTUAL CURRENCY IN A BIG WAY Money can’t buy happiness, but Bitcoin

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What happens when parents claim the same dependent on their taxes? JASON DEMAR, THE NON

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Judge says IRS Change to Donor Reporting is Unlawful In Rev. Proc. 2018-38, issued July 16,