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.
Recent Blog Posts
4 min read
On November 5, 2025, the Treasury Department and IRS announced penalty relief from One, Big,
4 min read
What happens when a CFO signs Form 872-M without being the designated Partnership Representative? A
5 min read
Cybersecurity threats are getting more sophisticate, regularly targeting firms. Learn how to keep your practice
5 min read
An estate deduction goes awry when the Eleventh Circuit determined that the deduction did not
1 min read
On October 1, 2026 Governor Gavin Newsom signed SB 711 (McNerney, Stats. 2025, Ch. 231)
5 min read
A charitable contribution deduction of $25.8 million on a syndicated conservation easement (SCE) is denied
3 min read
Claiming partnership losses without sufficient partnership basis records comes with consequences when the Tax Court
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