The Mega Backdoor Roth: Are Your Clients Leaving Tax-Free Money on the Table?
For clients who’ve maxed out their 401(k)—the Mega Backdoor Roth is a powerful tool, and 2026 rule changes make the conversation more urgent than ever.
Know Your 2025 California Income Tax Brackets
It’s important to understand the income tax bracket you fall into within your state so you can pay your state income taxes accordingly. If you’re a California taxpayer, your state income tax has some of the highest rates in the United States. California state taxes aren’t the same for everyone, and a few different factors determine which CA tax bracket you fall into. California income taxes are divided into nine income tax brackets. Where do you stand in the CA tax brackets? Read on to find out. Who has to file California state taxes? Let’s start with the basics. Are you subject …
6 Cash Flow Red Flags Every CPA Should Know
Strong operating cash flow doesn’t always mean a healthy business—learn the six warning signs that could signal manipulation hiding in plain sight on the statement of cash flows.
DOL Proposes to Roll Back 2024 Independent Contractor Rule
Understand what proposed changes to the 2024 independent contractor rule means for your business and contractor clients.
AI in Accounting: How CPAs Can Leverage Microsoft Copilot
From drafting technical memos to summarizing client data, Microsoft Copilot can cut down on the busywork that eats into a CPA’s billable hours.
10 Questions to Ask for During Partnership Tax Return Preparations Every Year
With more than 6 million S Corporation returns filed each year, we’ll break down the 12 essential questions you should ask before Form 1120-S prep.
12 Questions to Ask for S Corporation Tax Return Preparation Every Year
With more than 6 million S Corporation returns filed each year, we’ll break down the 12 essential questions you should ask before Form 1120-S prep.
How to Survive the 2026 Tax Busy Season (Without Losing Your Mind)
Already deep in tax busy season? This survival guide helps accountants reduce hesitation, improve workflow, and work smarter during busy season.
Valentines for Accountants: Free Office-Friendly Cards (Plus a Valentine’s Day Flash Sale)
Looking for clever Valentines for accountants? Download our free printable designs and explore Valentine’s Day savings on CPE courses and conferences.
New Orleans After Class
A New Orleans CPE conference with Western CPE offers focused mornings and lively evenings, making it easy to enjoy the city after class.
Where a CPE Conference Can Become a Family Trip
A family-friendly New Orleans CPE conference makes it easy to earn credits in the morning and spend meaningful time together in the afternoon.
A New Orleans CPE Conference That Feels Like a True Getaway
A New Orleans CPE getaway with Western CPE combines focused morning classes with open afternoons, giving you space to reset and enjoy the city at your own pace.
The Best Hotel for a New Orleans CPE Conference (Location Changes Everything)
Choosing the right hotel can shape your entire New Orleans CPE conference experience. Discover why staying in the French Quarter at Hotel Monteleone makes your conference week easier, more flexible, and more enjoyable.
A Getaway for Two: New Orleans is a CPE Conference You and Your Spouse can Enjoy
A New Orleans CPE conference offers more than continuing education. With Western CPE, you enjoy focused mornings and open afternoons in the heart of the French Quarter, making it easy to turn a conference trip into a relaxing and memorable getaway.
Tips and Learning for Surviving Busy Season for Auditors
Busy season for auditors is here! We’ve got some tips and coursework to make sure you get through busy season with your sanity intact.
New Passenger Vehicle Loan Interest Deduction: What Tax Professionals Need to Know
Proposed regulations on temporary auto loan interest deductions under the OBBBA may allow some taxpayers to deduct up to $10,000 of interest on loans for U.S. assembled vehicles.
Alert Your Business Clients to 2026 Form W-2 Changes for OBBBA
The 2025 Form W-2 will not change to accommodate the OBBBA overtime or tip deductions. Ensure your clients know how to report tips and overtime in 2026.
Trump Executive Order Directs Cannabis Rescheduling
President Trump signed an executive order on December 18, 2025 directing Attorney General Pam Bondi to expedite marijuana rescheduling from Schedule I to Schedule III, potentially eliminating IRC Section 280E for state-legal cannabis businesses.
Trump Accounts and New Form 4547
The One Big Beautiful Bill Act (OBBBA) introduces a new retirement savings vehicle that tax practitioners should add to their 2025 filing season checklist – the Trump account.
Heads Up: FASB Has a New DISE Standard
The new DISE standard from the Financial Accounting Standards Board introduces expanded income statement expense disclosures.
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