CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

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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Dennis Hastert, Speaker of the United States House of Representatives from 1999 to 2007, pleaded

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On July 20, the IRS released a draft of the 2016 Form 8867 – Paid Preparer’s Due

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Reprinted with permission of Estates and Trusts Make Taxable Gifts The client may contemplate making taxable

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Reprinted with permission of Estates and Trust Plan for IncapacityMany techniques we discuss require that

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Late as usual, Congress finally extended almost 60 expiring tax provisions to December 31, 2014.

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