Legal Visionaries
Family Office: Tax Strategies for Investment Expense
On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Daniel Gerety, President and CPA with Gerety & Associates, and David Holmes, a director with Gerety & Associates, about structuring a family office to deduct investment expenses. In 2017 two things happened: the Lender Management LLC case and the Tax Cuts and Jobs Act. How did these changes make the family office into a tax-efficient structure? How does a family office meet the active trade or business rules of the IRC? Tune in and learn the answers to these questions and more.
A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.