As a tumultuous 2022 comes to a close, family offices should begin assessing issues that will impact their 2022 taxes and provide a window into planning opportunities for 2023.

The webcast will cover several key issues pertinent to families who utilize a C Corp management company in a "Lender" type structure including: the personal holding company rules, the personal service company rules, and application of the passive activity rules to closely held C Corps.

Access the on-demand version here