by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE PLANNING Converting Business Profits into Multi-Generational Wealth NEXT STEP Working through a related fact pattern? For family offices coordinating MSO architecture with trust, insurance, and estate-liquidity design, GTC™ works alongside the...
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 | May 21, 2026 | Technical Briefs
TECHNICAL BRIEF · TAX TIMING How the 12-month rule under Treas. Reg. § 1.263(a)-4(f) and the controlled-group deferral rules of IRC § 267(f) interact in Management Services Organization fee timing. By Mike Claudio, Co-Founder, Guardian Tax...
by Alex Jones | Apr 23, 2026 | Market Insights
MARKET INSIGHTS · LAW FIRM MSO TRANSACTIONS “The Market’s on Fire”: Reading Joshua Porte (Holland & Knight) on the MSO Transaction Pipeline A second institutional voice reading the same record. The transaction pace is real. The...
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,...
