by Alex Jones | Mar 12, 2026 | Technical Briefs
TECHNICAL BRIEF · MSO FUNDAMENTALS An institutional planning brief for CPA firms, tax counsel, family offices, private equity deal teams, and advisory platforms evaluating MSO structure, governance, related-party services, tax framework, and documentation...
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...
