“Using Multiple Trusts Enhance Benefits of IRC § 199A” White Paper

Boost §199A Deductions with Strategic Use of Multiple Trusts

In this insightful 5-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how the strategic use of multiple non-grantor trusts can significantly enhance the benefits available under IRC §199A. Designed for CPAs, estate planners, and financial advisors, this guide breaks down a complex planning technique into practical, actionable steps to help high-income clients maximize their qualified business income (QBI) deductions.