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QBI Deduction: How Advisors Can Take Advantage of QBI

Learn from leading tax planning and wealth management experts how the QBI deduction works and which advisory practices can benefit.

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Wealth Management Insights

October 08, 2019

Can financial advisors benefit from the 20% qualified business income (QBI) deduction from the Tax Cuts and Jobs Act of 2017? Michael Finke, PhD., CFP®, WMCP® Program Director at The American College of Financial Services, interviews Jeff Levine, CPA/PFS, CFP®, Director of Advisor Education at Kitces.com, about how the QBI works, hybrid financial advisor public perception, and the differences in advisors who sell insurance.

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