by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Two medical device companies, $8M net income; unfunded buy-sell; growing exposed retained earnings.Design: $5M documented management fee to a C-corporation MSO; loan-regime split-dollar insurance funding; intercompany credit facility.Outcome:...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: High-hazard engineering firm; three entities with commingled labor; unfunded 50/50 buy-sell.Design: Common-employer management LLC under a C-corporation MSO; vested SERPs, trust-held buy-sell insurance, revolving credit.Outcome: $1–5M annual tax...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Multi-entity developer, ~$20M annual net income; exposed retained earnings; no estate liquidity mechanism.Design: C-corporation MSO compensated by documented, benchmarked fees; retained capital redeployed to intercompany lending, split-dollar...
by Alex Jones | Jul 6, 2026 | Events
An announcement for the advisors who evaluate MSO architecture — what the MSO Platform™ technical library contains, who it is written for, and where to begin. By Alex Jones, EA, CFP®, ChFC®, CLU®, CEPA, Founder & CEO, Guardian Tax Consultants®. Published July 6,...
by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE LIQUIDITY $272K of owner capital, $27.4M of projected death benefit, bank exit at year six (2019–2025). By Alex Jones, EA, CFP®, CLU®, ChFC®, CEPA, Founder & CEO, Guardian Tax Consultants®. Published June 22, 2026....
