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...
