by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE LIQUIDITY $272K of owner capital, $27.4M of projected death benefit, bank exit at year six (2019–2025). By Alex Jones, EA, CFP®, CLU®, ChFC®, CEPA, Founder & CEO, Guardian Tax Consultants®. Published June 22, 2026....
by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE PLANNING Converting Business Profits into Multi-Generational Wealth NEXT STEP Working through a related fact pattern? For family offices coordinating MSO architecture with trust, insurance, and estate-liquidity design, GTC™ works alongside the...
by Alex Jones | Jun 20, 2026 | Events
EVENTS · LION STREET TAC 2026 Notes from the 15th Annual Lion Street Trusted Advisors Conference: GTC’s Pre-Conference Session in Las Vegas Guardian Tax Consultants® hosted an invitation-only advisory session for thirty to forty senior advisors, firm...
by Alex Jones | Jun 18, 2026 | Technical Briefs
TECHNICAL BRIEF · REAL ESTATE A technical brief for CPA firms, family offices, real estate sponsors, and counsel evaluating how a Management Services Organization may centralize real-estate platform services while preserving property-level depreciation,...
by Alex Jones | Jun 11, 2026 | Technical Briefs
TECHNICAL BRIEF · M&A AND EXIT A structural map of the five principal exit paths available to a closely held C-corporation Management Services Organization — § 1202 exclusion, § 1045 rollover, stock sale with § 338(h)(10)...
