by Alex Jones | Jul 28, 2026 | From the Field
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,...
by Alex Jones | Jul 28, 2026 | From the Field
Working through MSO structure with the commercial, corporate, treasury, and wealth teams at Bank of Oklahoma. In short. When a business owner forms a management services organization, the banking relationship changes before anything else does. Commercial lenders,...
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...
by Alex Jones | Feb 18, 2026 | From the Field
FIELD NOTES · COLLEGE STATION WORKING SESSION From a College Station Working Session: Coordinating CPA and Estate Counsel on Trust-Owned MSOs When a Management Services Organization is owned inside an irrevocable trust, the disclosure that starts the...
by Alex Jones | Dec 18, 2025 | From the Field
FIELD NOTES · Q4 2025 COMPOSITE What We Heard on the Road: A Q4 2025 Composite of CPA Tax Partner Concerns Across four cities of Q4 partner conversations, the pressures CPA principals described were structurally the same. The Management Services Organization is...
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...
