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 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...
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 | 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...
