QBI Deduction Strategies for High-Income Financial Advisors
Jul 6, 2018 (Updated on Oct 5, 2018)
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By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
The new qualified business income deduction presents tax planning opportunities for your small business owner clients—and for yourself! Read on to learn how every advisor can benefit most under the new QBI rules.