Western CPE Blog
2 min read
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
9 min read
FinCEN announced Friday morning that beneficial ownership information (BOI) reporting requirements remain voluntary, despite Thursday’s
4 min read
Tax professionals serving Los Angeles County have two significant relief measures to discuss with clients
8 min read
IRS Commissioner Danny Werfel has stepped down from his position following a resignation letter sent
5 min read
With so many CPE options around, it can be difficult to tell which courses are
2 min read
If you are a tax preparer located in a federally designated disaster area, your clients
3 min read
The Treasury Department has proposed the first major updates to Circular 230 since 2014. The
3 min read
The IRS has announced significant tax relief measures for victims of the January 2025 California
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