Cash Balance Plans and the QBI Deduction

Chicago's Legal Latte

English - February 12, 2019 22:00 - 17 minutes - 15.4 MB - ★★★★★ - 5 ratings
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In this podcast, actuary Neil Shore joins attorney David O’Leary. Mr. O’Leary is a tax and benefits partner at Lavelle Law. Mr. Shore is an actuary and partner at Shore Tompkins Actuarial Resources, LLC. They discuss the new qualified business income (QBI) deduction for business owners and the use of a cash balance plan as a strategy to maximize the owner’s QBI deduction.