A recent case, Lender Management, LLC v. Commissioner, is an important roadmap for structuring and management of family assets. In a taxpayer-friendly decision, the Tax Court ruled that a family office was “carrying on a trade or business” and was therefore entitled...
We specialize in helping clients streamline their accounting with Quickbooks Online. Many small business owners who come to see us in Fort Worth, TX are generally unaware of all the capabilities Quickbooks Online tools can provide. Small business owners spend their...