by Alex Jones | Jun 20, 2026 | Events
EVENTS · LION STREET TAC 2026 Notes from the 15th Annual Lion Street Trusted Advisors Conference: GTC’s Pre-Conference Session in Las Vegas Guardian Tax Consultants® hosted an invitation-only advisory session for thirty to forty senior advisors, firm...
by Alex Jones | Jun 18, 2026 | Technical Briefs
TECHNICAL BRIEF · REAL ESTATE A technical brief for CPA firms, family offices, real estate sponsors, and counsel evaluating how a Management Services Organization may centralize real-estate platform services while preserving property-level depreciation,...
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 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...
