by Alex Jones | Jul 28, 2026 | From the Field
Working through MSO structure with the commercial, corporate, treasury, and wealth teams at Bank of Oklahoma. In short. When a business owner forms a management services organization, the banking relationship changes before anything else does. Commercial lenders,...
by Alex Jones | Jul 26, 2026 | Technical Briefs
Alex Jones, EA, CFP®, CLU®, ChFC®, CEPAFounder & Chief Executive Officer, Guardian Tax Consultants®Last reviewed: September 5, 2026 A management fee may be written at formation, but its durability is determined through years of operations,...
by Alex Jones | Jul 18, 2026 | Technical Briefs
Status update — August 22, 2026: HB 5487 was approved by the Governor on August 7, 2026, and is now Illinois Public Act 104-0801, effective on approval. It is current law. Contracts entered into on or after the effective date fall within its prospective-application...
by Alex Jones | Jul 18, 2026 | Market Insights
MARKET INSIGHTS · LAW-FIRM CAPITAL How law firms, investors, and M&A counsel can choose between direct ownership, regulated authorization, contractual separation, and state-specific hybrid structures. By Alex Jones, Founder & CEO, Guardian Tax Consultants® ·...
by Alex Jones | Jul 18, 2026 | Market Insights
MARKET INSIGHTS · DEAL ARCHITECTURE How buyers, sellers, investment bankers, and counsel can allocate regulatory risk without creating an unfunded or unfinanceable repurchase obligation. By Alex Jones, Founder & CEO, Guardian Tax Consultants® · July 18, 2026 ·...
