
Wealth Management | Insights
QBI Deduction: How Advisors Can Take Advantage of QBI
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.
October 08, 2019
October 08, 2019