by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE PLANNING Converting Business Profits into Multi-Generational Wealth NEXT STEP Working through a related fact pattern? For family offices coordinating MSO architecture with trust, insurance, and estate-liquidity design, GTC™ works alongside the...
by Alex Jones | Jun 20, 2026 | Events
EVENTS · LION STREET TAC 2026 Notes from the 15th Annual Lion Street Trusted Advisors Conference: GTC’s Pre-Conference Session in Las Vegas Guardian Tax Consultants® hosted an invitation-only advisory session for thirty to forty senior advisors, firm...
by Alex Jones | Jun 18, 2026 | Technical Briefs
TECHNICAL BRIEF · REAL ESTATE A technical brief for CPA firms, family offices, real estate sponsors, and counsel evaluating how a Management Services Organization may centralize real-estate platform services while preserving property-level depreciation,...
by Alex Jones | Jun 11, 2026 | Technical Briefs
TECHNICAL BRIEF · M&A AND EXIT A structural map of the five principal exit paths available to a closely held C-corporation Management Services Organization — § 1202 exclusion, § 1045 rollover, stock sale with § 338(h)(10)...
by Alex Jones | Jun 9, 2026 | From the Field
FIELD NOTES · OREGON CPAs Notes from Portland: What Oregon CPAs Are Asking About MSO Adoption The Management Services Organization is no longer an unfamiliar acronym in the Pacific Northwest tax community. The unmet need is on the wealth-planning side, and it...
