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Cash Balance Plans and the QBI Deduction

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Manage episode 229022279 series 13667
Content provided by Chicago Legal Latte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chicago Legal Latte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

305 episodes

Artwork
iconShare
 
Manage episode 229022279 series 13667
Content provided by Chicago Legal Latte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chicago Legal Latte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

305 episodes

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