by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE PLANNING Converting Business Profits into Multi-Generational Wealth NEXT STEP Working through a related fact pattern? For family offices coordinating MSO architecture with trust, insurance, and estate-liquidity design, GTC™ works alongside the...
by Alex Jones | Jun 22, 2026 | Case Studies
CASE STUDY · ESTATE LIQUIDITY $272K of owner capital, $27.4M of projected death benefit, bank exit at year six (2019–2025). By Alex Jones, EA, CFP®, CLU®, ChFC®, CEPA, Founder & CEO, Guardian Tax Consultants®. Published June 22, 2026....
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...
