Family Office: Tax Strategies for Investment Expense

<p>On today’s episode&nbsp;our host Mary&nbsp;Vandenack,&nbsp;CEO, Founder and Managing Partner at&nbsp;Vandenack&nbsp;Weaver&nbsp;Truhlsen,&nbsp;talks to Daniel&nbsp;Gerety, President and CPA with&nbsp;Gerety&nbsp;&amp; Associates, and David Holmes, a director with&nbsp;Gerety&nbsp;&amp; Associates, about structuring a family office to deduct investment expenses.&nbsp;In 2017 two things happened:&nbsp;the Lender Management LLC case and the Tax Cuts and Jobs Act.&nbsp;How did these changes make the family office into a tax-efficient structure?&nbsp;How does a family office meet the active trade or business rules of the IRC?&nbsp;Tune in and learn the answers to these questions and more.</p><p>A&nbsp;<a href="http://hurrdatmedia.com/" rel="noopener noreferrer" target="_blank">Hurrdat Media Production</a>. 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.</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>