Join Jackie Meyer, CPA, and AICTC (Certified Tax Coach) of the year, in a festive discussion of the QBI deduction and navigating traps and tricks.
As year two of TCJA reform comes to a close, it's vital to look back on QBI lessons learned and look forward to more advanced strategies. Everyone scrambled to add the QBI deduction in 2018 and try to apply the principals. We will look at common traps tax firms may run into, such as QBI carryover loss limitations, what to do if the K-1 doesn't provide correct information and whether an entity is an SSTB.
We will also refocus on tax planning strategies surrounding QBI, like aggregation rules (with case studies), eliminating the phaseouts for high earners, and providing cheat sheets/checklists to streamline your 2020 tax season.
Learning objectives:
Meyer Tax Consulting LLC
President and Founder
[email protected]
888-272-1258
Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.