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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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Failure to Send Change of Address Form to the IRS Meant Taxpayers Missed the Deadline

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According to The Taxpayer Advocate Service Report, here are the top 10 tax issues which generated

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The IRS has released a draft of the 2019 Form 1065 K-1. Whether you prepare partnership

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IRS PROVIDES A FEW MORE ANSWERS IN REV. PROC. 2019-38 The 20% QBI deduction is only allowed for

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Tax planning often includes a recommendation to the small business owner that he or she

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DOL Changes Who Can Participate in a Multiple Employer Pension Plan 38 million US employees

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Because of withholding problems in 2018, the IRS proposed a massive change to the 2019