Western CPE Blog
6 min read
529 plans have been transformed under the One, Big, Beautiful Bill Act, expanding the definition of "qualified" expenses for K-12 and adding qualifying credential programs for postsecondary education.
Recent Blog Posts
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The IRS personnel shake-ups continue. Approximately 7,000 probationary IRS employees who were terminated in February
3 min read
Beginning as early as September 30, 2025, the president’s March 25, 2025, executive order “Modernizing
4 min read
In a rare regulatory win that tax professionals can actually celebrate during the height of
2 min read
Last week, the Financial Crimes Enforcement Network (FinCEN) issued a significant Geographic Targeting Order (GTO)
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The U.S. Treasury Department announced on March 2 that it will no longer enforce the
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If you file Forms 1099 via paper or file electronically with the IRS following the
6 min read
As financial planning professionals, you often encounter parents who are overwhelmed by the prospect of
