Small Business Strategies for Navigating the QBI Deduction and Real Estate Ownership

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UPDATED: October 2025

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This course provides an overview of the QBI deduction and related calculation, a discussion of strategies to maximize the QBI deduction, and a related discussion on strategies for using real estate in small businesses to maximize the QBI deduction.

​Learning Objectives

Upon successful completion of this course, you will confidently be able to:​

• Define QBI and describe how the QBI deduction is calculated.
• Identify strategies for maximizing the QBI deduction.
• Recognize the uses for real estate ownership by small businesses and how real estate may impact small business taxation.

Presenter

Sophia Duffy, JD, CPA, AEP^®

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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