by Alex Jones | Apr 23, 2026 | Technical Briefs
TECHNICAL BRIEF · §1202 QSBS PLANNING How a Management Services Organization structured as a domestic C corporation may be evaluated for potential §1202 treatment — including under the 2025 OBBBA amendments — and how M&A counsel,...
by Alex Jones | Apr 23, 2026 | Market Insights
MARKET INSIGHTS · LAW FIRM MSO TRANSACTIONS “The Market’s on Fire”: Reading Joshua Porte (Holland & Knight) on the MSO Transaction Pipeline A second institutional voice reading the same record. The transaction pace is real. The...
by Alex Jones | Apr 9, 2026 | Technical Briefs
TECHNICAL BRIEF · INDEPENDENT LEGAL REVIEW This technical brief summarizes two separate third-party legal reviews relevant to Guardian Tax Consultants®’ MSO platform diligence. By Mike Claudio, Co-Founder, Guardian Tax Consultants®. Published April 9,...
by Alex Jones | Mar 26, 2026 | Technical Briefs
Intended audience This brief is written for CPA firms, tax counsel, family offices, private equity deal teams, and institutional advisory platforms evaluating related-party MSO management fees, Management Services Agreements, fee substantiation, and annual governance...
by Alex Jones | Mar 26, 2026 | Market Insights
MARKET INSIGHTS · LAW FIRM & CPA SUCCESSION Succession Without a Sale: Reading Tom Lenfestey on the MSO as a Boomer-Partner Solution Tom Lenfestey has put a useful frame on the senior-partner succession problem. The Management Services Organization is not a...
