The Shocking Price of Doing Nothing: Over $10.5 Million Lost Without Tax Planning

Drafting plans that will lead them straight to success

For business owners, the cost of inaction can be staggering. Meet a 58-year-old privately held business owner of a thriving technology services company with 22 employees. Like many business owners, he was unaware of the tremendous financial risk he had, as he was losing millions of dollars each year to inefficient tax structures. Over five […]

What Does it Mean to Partner with Guardian Tax Consultants (GTC)? 

Why Advisors Should Plug Into Our Platform:  Firm Growth: Grow your firm in ways not possible on your own. Attract High-Profile Clients: Gain entry to influential clients that enhance your firm’s success. Deepen Client Relationships: Strengthen and solidify your existing client relationships. Profitability for Your End Client: Deliver strategies that may increase profitability for your […]

Cash Flow and Privately Held Businesses

The video by Alex Jones from Guardian Tax Consultants explains why cash flow is critical for privately held businesses. He emphasizes that cash flow is essential for operations, growth, and sustaining enterprise value. Taxes are highlighted as both a liability and an opportunity to increase cash flow through proper planning. He walks through the business […]

The Massive Tax Increase Businesses May Face If QBID Expires in 2025

The Massive Tax Increase Businesses May Face If QBID Expires in 2025 The Qualified Business Income Deduction (QBID) allows businesses to deduct up to 20% of their qualified business income, significantly lowering their tax liability. If this deduction expires in 2025, businesses could face substantial tax increases—especially those with higher net incomes. The chart below […]

How the 2025 Election May Reshape Tax Savings for Passthroughs, C-Corporations, and Management Service Organizations

Professional orientation and guidance

With the 2025 election approaching, business owners operating under LLCs, S-corporations, and partnerships need to prepare for potential tax law changes. The Management Service Organization (MSO) strategy is already popular for its tax-saving advantages, and the election may make it even more crucial. This blog explores how different political outcomes may affect passthrough entities and […]

Demystifying Reasonable Compensation and Management Fees for MSOs: Understanding the Differences

What is an MSO? A Management Services Organization (MSO) is an entity designed to provide administrative and management services to healthcare providers and other businesses. By outsourcing non-core administrative functions such as human resources, IT, and accounting to an MSO, operating companies can focus on their primary business activities. An MSO is often structured as […]

Leveraging Reasonable Compensation Studies and MSOs: Be Ready for an IRS Audit and Protect Your Wealth

What is Reasonable Compensation? A reasonable compensation study is an analysis conducted to determine an appropriate salary for a shareholder-employee, ensuring it aligns with IRS guidelines and industry standards. The IRS defines reasonable compensation as “the value that would ordinarily be paid for like services by like enterprises under like circumstances.” This analysis is crucial […]

Why MSOs Are Not Classified as Personal Holding Companies

Introduction to MSOs A Management Services Organization (MSO) is a business structure designed to provide administrative and management services to operating companies. These services can include staffing, human resources, IT, and accounting, among others. An MSO can enhance tax efficiency, increase cash flow, protect family wealth, and accelerate business growth by centralizing administrative functions, optimizing […]

Debunking the Myth: MSOs and Arm’s Length Transactions

team in the office

Introduction to MSOs A Management Services Organization (MSO) is a business structure designed to provide administrative and management services to operating companies. These services can include staffing, human resources, IT, and accounting, among others. An MSO can enhance tax efficiency, increase cash flow, protect family wealth, and accelerate business growth by centralizing administrative functions, optimizing […]

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