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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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September 10, 2019Form 1099-NEC has been resurrected by the IRS after 36 years on the

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We constantly hear from the media about the “one-percenters,” those Americans who report the top

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The IRS ended its tax transcript faxing service June 28, 2019. Taxpayers can access Get Transcript

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A bipartisan IRS reform bill, Taxpayer First Act (HR3151) was signed into law by President

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It seems everything is an argument. Listen to the news. Watch C-SPAN televise speeches in

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Taxpayers claiming a Qualified Business Income deduction (QBI deduction) on their 2019 tax returns will be required

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The IRS has begun sending letters to taxpayers with virtual currency transactions that potentially failed