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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Beginning as early as September 30, 2025, the president’s March 25, 2025, executive order “Modernizing
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In a rare regulatory win that tax professionals can actually celebrate during the height of
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Last week, the Financial Crimes Enforcement Network (FinCEN) issued a significant Geographic Targeting Order (GTO)
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The U.S. Treasury Department announced on March 2 that it will no longer enforce the
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If you file Forms 1099 via paper or file electronically with the IRS following the
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As financial planning professionals, you often encounter parents who are overwhelmed by the prospect of
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As tax professionals, you develop a deep understanding of your clientele’s financial needs, their goals,
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