How to use the Schedule C fields to model Business Income, the QBI Deduction, Self-Employed Retirement Plans, and Self-Employment Tax.

We simplify Schedule C income modeling in Holistiplan. Learn how to effortlessly input income, calculate net profit, and optimize deductions.

Aug 29, 2025 · The goal of this webinar is to help advisors understand how to use and implement both platforms in their practice to provide tax - smart distribution planning as part of a …

With these most recent changes, Holistiplan will now calculate QBI for your Schedule C businesses based on the entries for net profit, the calculated SE Tax (and deductible portion), …

If your client does not have any Schedule C business activities, you will simply enter the QBI (generally equal the net income from those Schedule E activities) as QBI in the "Qualified …

How Do Capital Gains Affect NIIT (Net Investment Income Tax)? How Do You Model Charitable Giving Strategies in Scenario Analysis? How Do I Enter a Conservation Easement Charitable …

We synthesize your clients’ numbers with dozens of distilled insights featuring: Show your client how much their income is taxed and why with our interactive tool detailing all income sources, …

Holistiplan breaks down barriers for financial professionals at any level with breakthrough tax planning services for clients. We synthesize your clients’ financial documents to map where …

Dec 29, 2024 · When you spend time working through the financial planning processes of a small business, you can identify patterns and trends in income and expenses. This allows a small …

Click Solve for Max to determine max Ordinary Income or Capital Gains before a taxpayer pays a higher marginal rate on the next dollar of income. This is potentially your optimal Roth …