From the Field
Observations from CPA firm visits, partner conversations, panel discussions, and conference floor exchanges. Sanitized institutional voice — firm names withheld absent MSA.
Moving Employees Between Commonly Owned Entities: Payroll, Benefits, and Documentation
TECHNICAL BRIEF · MSO COMPLIANCE By Alex Jones, EA, CFP®, ChFC®, CLU®, CEPA, Co-Founder, Guardian Tax Consultants® Intended audience. This brief is for CPA firms, tax counsel, and family offices reviewing staffing arrangements between a management services...
Notes from the Penn Mutual Life Sales Summit: Why Advisors Are Looking Beyond Medical MSOs
Presenting “Unlocking Insurance Opportunities Using MSOs” at the Penn Mutual Life Sales Summit with Jordan Smith, JD, LL.M. In short. MSOs are often associated with medical practices, but the operating model may also support closely held businesses,...