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...
by Alex Jones | Nov 25, 2025 | From the Field
FIELD NOTES · ATLANTA CPAs What Atlanta-Area CPA Firms Are Asking About MSO Specialty Coverage In a firm with hundreds of partners, the Management Services Organization is rarely a firmwide capability. It is a specialty that has to be carried across specialty...
by Alex Jones | Nov 24, 2025 | From the Field
FIELD NOTES · TEXAS CPA PRACTICE Inside a Texas CPA Practice: What Tax Partners Are Watching Heading Into Year-End Compliance margin is structurally compressed. The practical question inside a thousand-client tax practice is how to identify advisory-ready...
