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Income Tax Planning
Chapter 7: Itemized Deductions/QUALIFIED BUSINESS INCOME
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Itemized Deductions

QUALIFIED BUSINESS INCOME

01.Core Concepts

• QBI is the net amount of qualified items of income from eligible pass- through entities. • QBI does not include: • Capital gains and losses • Dividends • Interest not allocable to a trade or business • Commodities transactions • Reasonable compensation for S corporation owners • Guaranteed payments to partners for services rendered • Tip income deducted under new Sec. 224 (created under OBBBA for tax years 2025-2028)