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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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IRS NEWS — on Specified Services and the QBI Deduction (PR §1.199A-5) An individual with

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The IRS has begun enforcement of the ACA employer mandate. Applicable Large Employers (ALEs) must

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The IRS has released a redesigned Form W-4 for 2019. The draft Form W-4 is

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The IRS is about to officially release a draft of a postcard Form 1040. The

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Bipartisan Budget Act of 2018, signed February 9, 2018, makes changes you need to know

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“Practical” is a word often associated with Karen Brosi. As we sat down for an

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Happy 2018. Although some have criticized the process, priorities, and policies used in the formulation of