Learn how the Qualified Business Income (QBI) deduction works, who qualifies, and practical strategies to maximize this 20% tax savings opportunity for your business.
For business owners, tax planning isn’t just about compliance—it’s about finding every opportunity to keep more of what you earn. One of the most powerful tools available today is the Qualified Business Income (QBI) deduction, a provision that allows eligible owners of pass-through businesses to deduct up to 20% of their qualified business income from taxable income.
Originally introduced under the 2017 Tax Cuts and Jobs Act, the QBI deduction has now
been made permanent. This means entrepreneurs have an ongoing opportunity to reduce their tax burden—if they understand how the rules work and how to plan strategically.
August 14, 2025 | Business Succession Planning
Learn how the Qualified Business Income (QBI) deduction works, who qualifies, and practical strategies to maximize this 20% tax savings opportunity for your business. For ...
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July 16, 2025 | Tax Planning
With more than 800 pages of fine print, the new law rewrites rules on everything from headline brackets to niche deductions for tips and overtime. Below we ...
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July 15, 2025 | Tax Planning
The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
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June 25, 2025 | Estate planning
Stay ahead with an expert breakdown of the Senate and House tax plans under the “One Big Beautiful Bill.” Key provisions, differences, and actionable insights for business owners, HNW families, and legacy clients. Congress ...
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June 23, 2025 | Estate planning
As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...
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May 29, 2025 | Tax Planning
Unlocking the New Tax Landscape: How to Prepare for Proposed 2025–2028 Deductions At Omni 360 Advisors, we help individuals and businesses stay ahead of changing ...
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May 5, 2025 | Tax Planning
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and ...
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April 23, 2025 | Tax Planning
If you’re age 70½ or older and have more IRA money than you need, it may be time to think beyond your portfolio and start thinking philanthropically. Required minimum ...
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March 26, 2025 | Tax Planning
When your tax strategy runs out of steam, it’s time for a smarter, longer-term solution. When Tax Strategies Stall Over the last decade, direct indexing has become a go-to strategy for building wealth in a tax-efficient way—harvesting losses to offset gains while mirroring a broad market index. ...
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March 12, 2025 | Tax Planning
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re hoping for a refund or bracing for a bill, there’s ...
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