“Managing IRC 199A Limitation Amounts” White Paper

Maximize the 20% Pass-Through Deduction with Smart 199A Planning

In this focused 5-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) breaks down how to manage and optimize the IRC §199A deduction. Learn how to navigate the income thresholds, limitation formulas, and planning techniques that help business owners and professionals retain more of their qualified business income (QBI). Ideal for CPAs, tax advisors, and financial planners looking to provide high-value guidance in a complex area of the tax code.