Western CPE Blog
4 min read
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.
Recent Blog Posts
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Section 1202 has been revamped by the One, Big, Beautiful Bill Act (OBBBA) with a
3 min read
A new 1% excise tax of remittance transfers quietly passes in the One, Big, Beautiful
5 min read
The One, Big, Beautiful Bill Act's passing created "Trump Accounts", a savings plan for those
5 min read
Opportunity Zone Funds see five fundamental changes under the One, Big, Beautiful Bill Act, including
2 min read
Among the changes from the One Big, Beautiful Bill, Form 1099-K revert to 2025 threshold
4 min read
The One Big Beautiful Bill Act (OBBBA) did not completely reform the HSA, but it
5 min read
The One Big, Beautiful Bill Act makes enhancements to the Child and Dependent Care Tax
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