2025 Tax Strategy Update for CPAs: Helping Owners Capture Missed QBI Deductions

Earn 1-hour NASBA-approved CE and learn how Designer DB Plus® helps CPAs uncover missed QBI deductions while strengthening advisory revenue.

Chartered Retirement Plans Specialist®

In-house actuarial team

Built for closely held businesses

Typical QBI deduction gaps

Common

Often missed without DB Plus® structure.

Potential advisory revenue

$10K–$30K+

Gained from DB Plus® advisory add-ons.

CE Credit

1 Hour NASBA

Certificate provided post-session.

Why CPAs Miss QBI Deductions

Most CPAs lack a unified QBI framework across entity types.

Most retirement plans are not optimized for Section 199A deduction outcomes.

Income swings create QBI gaps that rarely get evaluated annually.

Integrate structured QBI recapture reviews inside your tax engagements.

CPA firms commonly add $10K–$30K+ with DB Plus® advisory packages.

Business owners stay loyal when CPAs uncover overlooked tax opportunities.

Instant confirmation, CE link, and downloadable materials included.

https://calendly.com/kathleen-rasvcs/30min