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Pull up a chair. Enjoy deals on a relaxing Newport Beach conference, tax seminars, and bundles. Ends September 10th.

Holiday Hours: Western CPE is closed Monday, September 7th in observance of Labor Day.

eTax Alerts

The California Refund Theory That Never Had a Chance (Kim v. United States, No. 1:26-cv-00157 (Fed. Cl. May 21, 2026)

2 min read
The state-citizen-only tax dodge resurfaces in Kim v. United States, and the court dismisses it as legally frivolous. Here's why it failed.

Recent Etax Alerts

Employer Contributions to Trump Accounts: Proposed Regulations Tell Employers How

7 min read
Employers can now fund Trump accounts up to $2,500 per employee tax-free. Proposed regs spell
The Treasury Department exterior

Saver’s Match Replaces the Saver’s Credit in 2027

4 min read
Starting in 2027, the Saver's Credit becomes real money. Learn how the 50% Saver's Match
California capitol building

California Corner: California Clarifies When a Discretionary Trust Becomes Taxable

2 min read
FTB Legal Ruling 2026-01 clarifies when California can tax an out-of-state trust with a resident

The Tax Practitioner’s Role in Preventing Medicaid Gifting Mistakes

8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger

Seven Million Trump Accounts and Counting — A Gift Tax Safe Harbor and Stock Donation Announcement

9 min read
Trump accounts are live and a new IRS safe harbor spares most cash gifts from

Medi-Cal’s Asset Limit Is Back: The 2026 Gifting Conversation for California Clients

7 min read
Medi-Cal's asset limit returns in 2026. Learn why California's transfer-penalty rules make the gifting conversation

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