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...
by Alex Jones | Nov 25, 2025 | From the Field
FIELD NOTES · ATLANTA CPAs What Atlanta-Area CPA Firms Are Asking About MSO Specialty Coverage In a firm with hundreds of partners, the Management Services Organization is rarely a firmwide capability. It is a specialty that has to be carried across specialty...
by Alex Jones | Nov 24, 2025 | From the Field
FIELD NOTES · TEXAS CPA PRACTICE Inside a Texas CPA Practice: What Tax Partners Are Watching Heading Into Year-End Compliance margin is structurally compressed. The practical question inside a thousand-client tax practice is how to identify advisory-ready...
by Alex Jones | Oct 29, 2025 | Events
EVENTS · PENN MUTUAL LIFE MATTERS PODCAST The Life Matters Podcast — Bill Bell, VP Advanced Sales at Penn Mutual, with Alex Jones of Guardian Tax Consultants® — Oct 29, 2025 Recording the Life Matters Podcast with Bill Bell at Penn Mutual: A Conversation on MSO...
by Alex Jones | Jul 10, 2025 | Market Insights
MARKET INSIGHTS · PE SPONSOR INDEPENDENCE The Line Sponsors Cannot Cross: Reading Holland & Knight on PE Sponsor Independence in Professional-Services MSOs Holland & Knight has placed the regulatory line on the record. The structural-tax line, set by...
