What You'll Learn
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…
Tom Dickson
Financial Experts Network
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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
CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.