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 9, 2026 | From the Field
FIELD NOTES · OREGON CPAs Notes from Portland: What Oregon CPAs Are Asking About MSO Adoption The Management Services Organization is no longer an unfamiliar acronym in the Pacific Northwest tax community. The unmet need is on the wealth-planning side, and it...
by Alex Jones | May 21, 2026 | Technical Briefs
TECHNICAL BRIEF · TAX TIMING How the 12-month rule under Treas. Reg. § 1.263(a)-4(f) and the controlled-group deferral rules of IRC § 267(f) interact in Management Services Organization fee timing. By Mike Claudio, Co-Founder, Guardian Tax...
by Alex Jones | Mar 26, 2026 | Technical Briefs
Intended audience This brief is written for CPA firms, tax counsel, family offices, private equity deal teams, and institutional advisory platforms evaluating related-party MSO management fees, Management Services Agreements, fee substantiation, and annual governance...
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...
