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. 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
tbender@bender-cpa.com
Phone: (817) 313-4352
Bender-CPA.com