by Alex Jones | May 14, 2026 | Technical Briefs
A technical brief for CPA firms, family offices, and advisory teams on how MSO cash may be classified, documented, and deployed for SG&A services, enterprise growth, risk reserves, intercompany lending, and exit-transition planning under the § 531...
by Alex Jones | May 7, 2026 | Technical Briefs
TECHNICAL BRIEF · MSO COMPLIANCE A practitioner brief for CPA firms, tax counsel, family offices, and advisory platforms evaluating how C-corporation MSOs may retain capital, support enterprise growth, manage dividend exposure, and preserve flexibility for...
by Alex Jones | Apr 23, 2026 | Technical Briefs
TECHNICAL BRIEF · §1202 QSBS PLANNING How a Management Services Organization structured as a domestic C corporation may be evaluated for potential §1202 treatment — including under the 2025 OBBBA amendments — and how M&A counsel,...
by Alex Jones | Apr 9, 2026 | Technical Briefs
TECHNICAL BRIEF · INDEPENDENT LEGAL REVIEW This technical brief summarizes two separate third-party legal reviews relevant to Guardian Tax Consultants®’ MSO platform diligence. By Mike Claudio, Co-Founder, Guardian Tax Consultants®. Published April 9,...
by Alex Jones | Mar 26, 2026 | Technical Briefs
Intended audience This brief is written for CPA firms, tax counsel, family offices, private equity deal teams, and institutional advisory platforms evaluating related-party MSO management fees, Management Services Agreements, fee substantiation, and annual governance...
by Alex Jones | Mar 12, 2026 | Technical Briefs
TECHNICAL BRIEF · MSO FUNDAMENTALS An institutional planning brief for CPA firms, tax counsel, family offices, private equity deal teams, and advisory platforms evaluating MSO structure, governance, related-party services, tax framework, and documentation...
