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 Michael Claudio | Apr 14, 2026 | Events
EVENTS · 3RD ANNUAL BUSINESS EXCELLENCE SYMPOSIUM Notes from the 3rd Annual Business Excellence Symposium in Greenville: ASE Private Wealth, Moore Colson, and the Owner-Built Enterprise-Value Conversation Two hours on the 17th floor of the City Club of...
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 18, 2026 | From the Field
FIELD NOTES · COLLEGE STATION WORKING SESSION From a College Station Working Session: Coordinating CPA and Estate Counsel on Trust-Owned MSOs When a Management Services Organization is owned inside an irrevocable trust, the disclosure that starts the...
