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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, CPA

Meyer Tax Consulting LLC
President and Founder


As President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, Jackie Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business in QBO.

With her team completely virtual, spanning from Texas to Hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2018 years, while also being a top-rated speaker on small firm best practices. 

Jackie began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing an MSA at Southern Methodist University. Her drive to combine innovation with unparalleled client service came to light in 2010 as one of the youngest female CPA firm owners in DFW.

She works with local nonprofits, like GRACE family crisis support and the Southlake Public Library, to harvest drive and opportunity for others. Jackie also has an infant Gabe, a toddler Alexandra, two large dogs, and loving husband Mark, with whom she attends Gateway church and explores the world.


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.