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
5 min read
As global business expands, the technical differences between GAAP and IFRS are getting harder for
4 min read
For clients who've maxed out their 401(k)—the Mega Backdoor Roth is a powerful tool, and
5 min read
Strong operating cash flow doesn't always mean a healthy business—learn the six warning signs that
3 min read
Understand what proposed changes to the 2024 independent contractor rule means for your business and
5 min read
From drafting technical memos to summarizing client data, Microsoft Copilot can cut down on the
6 min read
With more than 6 million S Corporation returns filed each year, we'll break down the
6 min read
With more than 6 million S Corporation returns filed each year, we'll break down the
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