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 | 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...
