Register for an Upcoming MSO Continuing Education Session

What This Session Covers

• What an MSO actually is — a separate management company that provides real, documented services to an operating business
• Why MSOs exist — the point where management and planning needs outgrow a single operating entity
• Tax timing across related entities — what actually determines whether income and deductions land in the same tax period or different ones
• Two tax years, one planning window — how the timing works across the operating company and the MSO
• The MSO agreement — what it has to include for the structure to hold up: services, documentation, governance cadence
• Where Section 1202 (QSBS) may fit into the planning conversation, and where it doesn't — qualification isn't automatic, and certain service businesses are excluded
• Strategic exit paths for a C-corp — growth, succession, recapitalization, or exit
• The MSO fee relationship — what actually has to be documented, and why it matters
• A hypothetical, illustrative example — the mechanics at scale, for educational purposes only

Informational only. Applicability depends on the specific facts, structure, and advisory environment of each engagement. This is not legal, tax, or investment advice.