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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. Episode 20 – QBI Reduction, Small Business Owners, and the 199A Tax Act w/ Jeffrey Levine

Episode 20 – QBI Reduction, Small Business Owners, and the 199A Tax Act w/ Jeffrey Levine

Mar 27, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, the Director of Advisor Education for Kitces.com, about QBI reduction of small business owners.