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Free cpe webinars
Qualified Business Income Year 2 Traps and Tricks


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 23, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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:

  • A brief review of phaseouts and a detailed QBI flowchart

  • Understand common traps and the confusion in 2018 surrounding QBI

  • Identify red flags and opportunities in the tax code

  • Properly project and maximize the QBI deduction for tax planning

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Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers. 

She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at


About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.