by Alex Jones | Mar 5, 2026 | Events
EVENTS · 3RD ANNUAL COLI SKI RETREAT Notes from the 2026 COLI Ski Retreat in Ridgway: Reading Where the Nonqualified + COLI Architecture Is Moving Three days at the Chipeta Lodge Resort + Spa in Ridgway, Colorado, with afternoon skiing at Telluride Mountain...
by Alex Jones | Feb 18, 2026 | From the Field
FIELD NOTES · COLLEGE STATION WORKING SESSION From a College Station Working Session: Coordinating CPA and Estate Counsel on Trust-Owned MSOs When a Management Services Organization is owned inside an irrevocable trust, the disclosure that starts the...
by Alex Jones | Feb 3, 2026 | Events
EVENTS · OREGON SOCIETY OF CPAs CPE Notes from the OSCPAs CPE Session: Presenting MSO Architecture with Finley Davis Private Wealth A continuing-education session for the Oregon Society of CPAs, co-presented with TJ Davis of Finley Davis Private Wealth. The...
by Alex Jones | Dec 18, 2025 | From the Field
FIELD NOTES · Q4 2025 COMPOSITE What We Heard on the Road: A Q4 2025 Composite of CPA Tax Partner Concerns Across four cities of Q4 partner conversations, the pressures CPA principals described were structurally the same. The Management Services Organization is...
by Alex Jones | Dec 1, 2025 | From the Field
FIELD NOTES · §1202 SEQUENCING What CPAs Are Telling Us About §1202 Sequencing: Field Observations From Three On-Site Visits There is no §1202 election. There is only a contemporaneous file, built year by year, that shows the C corporation did...
