Western CPE Blog
3 min read
If your clients deferred capital gains into a Qualified Opportunity Fund, the recognition deadline hits December 31, 2026—making this filing season the time to verify their Form 8997 trail and start planning for the bill.
Recent Blog Posts
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
4 min read
New tax rates, a new student-adjusted endowment calculation, and more changes are coming to private
4 min read
Gambling taxation has changed under the One Big, Beautiful Bill Act with major new implications
5 min read
Examine the sweeping changes the OBBBA makes to student loan interest deductions, borrowing limits, and
4 min read
The OBBBA has been signed and the tax implications can get dicey. We're here with
2 min read
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a
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