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 to deduct expenses as fully deductible business expenses under Sec. 162 .


Bender CPA can clarify this advanced tax strategy so you can keep more of your money.


Tatsiana B. Bender
Bender CPA, PLLC
Fort Worth, TX 76107
[email protected]
Phone: (817) 313-4352