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...
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 | 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...
