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Mastering the §199A Qualified Business Income Deduction
Date:
CE Eligible
Duration: 75 minutes
Clark Randall
Clark Randall, CFP®, MJur
Director of Financial Planning Creekmur Wealth Advisors

Clark joined Creekmur as the Director of Financial Planning after managing his own financial planning practice for 36 years.

Clark graduated from Texas A&M University in 1985 with a Bachelor’s degree in Finance.  He also graduated from Texas A&M University School of Law in 2023 with a Master of Jurisprudence in Risk and Wealth Management. 

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The §199A Qualified Business Income (QBI) Deduction remains one of the most impactful — and complex — provisions in the tax code for small business owners and their advisors. Offering up to a 20% deduction on qualified income, QBI planning can significantly reduce tax liability, but phaseouts, specified service trade rules, and wage/property limitations can easily trip up even seasoned professionals.

In this session, Clark Randall, CFP®, MJur will demystify QBI planning, walking you through the rules, examples, and strategies you can immediately apply to client cases. You’ll Learn:

  • The mechanics of the §199A QBI deduction and how it fits into holistic tax planning
  • Phaseout thresholds, de minimis rules, and key differences between SSTBs and non-SSTBs
  • Planning strategies to preserve the deduction for high-income clients (e.g., retirement contributions, wage adjustments, property planning)
  • Real-world examples that illustrate how to maximize this valuable deduction across different client scenarios