Practical and creative solutions. Clients’ needs are often simple, but not always easy to achieve.

Bruce Hendrick draws on decades of advising clients – of all shapes and sizes – to deliver solutions that create exceptional value to his clients while mitigating risk.

For Bruce, the norm is the unusual, difficult, or seemingly unsolvable legal issue. He rarely deals with the mundane. Bruce embraces and thrives on these challenges. Each situation is unique and requires outside-the-box thinking, focus, and persistence.

A unique combination of analytics and creativity is Bruce’s calling card. After graduating from SMU law school, he completed his LLM in tax at NYU and worked at a top law firm in Washington, DC.

Bruce then transitioned to investment banking working on Wall Street for many years. He worked in New York and London as a Goldman Sachs-trained investment banker. Working with top lawyers and bankers around the world, he faced the most perplexing tax, legal, finance, accounting, and regulatory matters.

Bruce returned to Texas ready to apply his experience and technical skills to serve Texas clients. He has the rare ability to analyze complex legal principles and communicate in a clear, concise way. Clients know him for his intensity, passion, and commitment.

Education

New York University School of Law
LLM, Tax, 1993
Editor, Journal of International Law and Politics

Southern Methodist University
J.D., 1991

Miami University
B.S., Accounting, 1986

Court Admissions

Texas, 1991

Certifications

Certified Public Accountant

Speeches and Publications

Speaker, The Most Important Thing: Plan Rights Holder, CAPALT 2021 Annual Meeting, San Juan, Puerto Rico, November 6, 2021.

Co-Author, American Rescue Plan Act: Impact on Texas Counties and Cities, March 2021.

Co-Author, Treasury’s New Emergency Rental Assistance Program, January 2021.

Co-Author, New IRS Restrictions on PPP Loans, Bloomberg Tax, November 2020.  (Click here to print a PDF copy).

Co-Author, Texas Department of Emergency Management: “Last Call” Application Deadline, October 2020.

Co-Author, Treasury Simplifies Recordkeeping for Payroll Costs, September 22, 2020.

Co-Author, Treasury Reaffirmed “Per Se Rule,” but Imposed New Limits on How it Applies to Public Safety and Public Health Departments, September 4, 2020.

Guest, Topic: North Texas podcast, Episode 27: Navigating the Coronavirus Relief Fund, August 2020.

Co-Author, Treasury Confirms Coronavirus Relief Fund (“CRF”) Recipients Need Only Minimal Supporting Records to Substantiate Public Safety and Health Payroll Costs for CRF Compliance, August 31, 2020.

Panelist, Navigating the Coronavirus Relief Fund: Practical Advice to Maximize Benefits, Minimize Risks, Carrington Coleman Webinar, August 2020.

Co-Author, Taxation of Virus Relief Grants to Households and Small Businesses, Bloomberg Tax Insight (July 2020).

Author, Changing Corporate Culture is Reshaping Tax Transparency, Carrington Coleman Capital Newsletter, 2020 Issue One (February 2020).

Associations and Affiliations

Highland Park United Methodist Church

State Bar of Texas

Dallas Bar Association

Experience

Bruce works on a wide variety of transformative transactions for his clients, including sell-side M&A, restructurings, and joint ventures. Recent deals include:

• Advised on $80 million sale of Texas healthcare company to NY private equity fund

• Advised Texas construction company on master restructuring plan designed to reduce risks and increase enterprise value

• Advised Texas investors on tax smart investments designed to optimize pre-tax compounding

• Advised Texas biotech company on internal restructuring including cross border reorganization and buy out of minority shareholders

• Advised family office on private placement life insurance (“PPLI”) structure

• Advised high net worth client on retirement plan structure

• Advised privately held company on enterprise risk insurance involving policy-linked protected cell structure

• Advised several Texas counties and municipalities on the distribution and expenditure of their COVID funds

Honors and Distinctions

Martindale-Hubbell AV Preeminent® Rating