Cash Balance Plans and the QBI Deduction
David O’Leary and Guest Neil Shore • February 12, 2019
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.
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