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 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 Michael Claudio | Apr 14, 2026 | Events
EVENTS · 3RD ANNUAL BUSINESS EXCELLENCE SYMPOSIUM Notes from the 3rd Annual Business Excellence Symposium in Greenville: ASE Private Wealth, Moore Colson, and the Owner-Built Enterprise-Value Conversation Two hours on the 17th floor of the City Club of...
by Michael Claudio | Apr 8, 2026 | Events
EVENTS · LION STREET CORPORATE & BUSINESS SOLUTIONS SUMMIT Presenting at the Lion Street Corporate & Business Solutions Summit in Nashville: MSO Market Opportunities for Corporate Markets Two days in Nashville for the Lion Street 2026 Corporate &...
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 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...
