by Alex Jones | Feb 3, 2026 | Events
EVENTS · OREGON SOCIETY OF CPAs CPE Notes from the OSCPAs CPE Session: Presenting MSO Architecture with Finley Davis Private Wealth A continuing-education session for the Oregon Society of CPAs, co-presented with TJ Davis of Finley Davis Private Wealth. The...
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...
by Alex Jones | Oct 29, 2025 | Events
EVENTS · PENN MUTUAL LIFE MATTERS PODCAST The Life Matters Podcast — Bill Bell, VP Advanced Sales at Penn Mutual, with Alex Jones of Guardian Tax Consultants® — Oct 29, 2025 Recording the Life Matters Podcast with Bill Bell at Penn Mutual: A Conversation on MSO...
by Alex Jones | Jul 10, 2025 | Market Insights
MARKET INSIGHTS · PE SPONSOR INDEPENDENCE The Line Sponsors Cannot Cross: Reading Holland & Knight on PE Sponsor Independence in Professional-Services MSOs Holland & Knight has placed the regulatory line on the record. The structural-tax line, set by...
