Frequently Asked Questions

A compilation of frequently asked questions covering the Strategic Partner Program, available strategies and services, MSO technical details, sales processes, and other key topics. This resource provides quick answers to common inquiries, allowing Strategic Partners to easily access the information they need.

1. What is the purpose of an MSO (Management Services Organization)?

The primary purpose of an MSO is to solve a specific business challenge by providing a structured framework to improve business operations, financial management, and strategic growth. An MSO is not just a tax strategy—it is a business structuring tool that enhances efficiency, scalability, risk management, and long-term planning.

 

A properly structured MSO offers several business advantages, including:

  • Risk Mitigation & Asset Protection – Separating management functions from the operating company to protect assets from lawsuits, creditors, and liability exposure.
  • Operational Efficiency – Consolidating HR, payroll, financial planning, and business oversight under a dedicated entity for improved performance.
  • Business Succession & Continuity Planning – Providing a structured process for ownership transitions, buy-sell agreements, and estate planning.
  • Cash Flow & Financial Stability – Improving liquidity and access to capital by centralizing financial management.
  • Tax Efficiency – Once structured properly, an MSO allows revenue to be allocated to a C-Corp taxed at 21%, rather than being taxed at individual income tax rates. However, tax efficiency is not the goal—it is a structural benefit that results from solving key business challenges.

 

An MSO is only appropriate when it aligns with the business’s needs, enhances financial flexibility, and provides measurable benefits beyond tax considerations.

Businesses generating $2 million to $15 million in net income and facing specific operational, financial, or strategic challenges can benefit significantly from an MSO.

 

An MSO is best suited for businesses that:

  • Have a specific business challenge that matches the MSO’s capabilities, such as:
    • Risk Transfer – Separating liabilities and structuring operations to mitigate legal exposure.
    • Asset Protection – Structuring assets to shield them from lawsuits or creditor claims.
    • Unfunded Liabilities – Managing obligations like deferred compensation, pension funding, or contractual obligations.
    • Keyman Insurance Planning – Ensuring financial stability in case of the loss of a critical executive or partner.
    • Succession Planning – Structuring buy-sell agreements, ownership transitions, and estate planning strategies.
  • Are frustrated by high federal income tax liabilities and large quarterly estimated tax payments without a structured plan to improve cash flow or reinvest savings.
  • Need a centralized solution for financial management, business growth, or operational efficiency.
  • Have a long-term vision but struggle to structure the business to support sustainable scaling and risk management.

 

A feasibility study evaluates whether setting up an MSO is suitable for a business. It considers reasonable compensation, management fees, and accumulated earnings. This study, performed by a tax attorney, ensures readiness with IRS standards and documents the business purposes for retained earnings.

The feasibility study determines:

  • The core business problem – Does the business have a specific challenge that an MSO can help solve?
  • How an MSO improves operations – Will shifting key functions to an MSO create more efficiency, stability, or risk reduction?
  • Financial impact – Does the tax efficiency improve cash flow enough to fund the business solution?
  • Management fee validation – Are the fees charged by the MSO justifiable and in line with market standards?

Additionally, the feasibility study evaluates:

  • Risk Transfer Benefits – Can the MSO help mitigate liability, separate high-risk assets, or structure business operations to reduce exposure to lawsuits or creditors?
  • Unfunded Liabilities – Does the business have long-term obligations, executive compensation, or benefit plans that need structured funding?
  • Succession Planning Readiness – Can the MSO facilitate ownership transitions, buy-sell agreements, or estate planning strategies?
  • Keyman Protection & Business Continuity – Will the MSO provide a framework for financial stability in the event of an unexpected loss of a key executive or partner?
  • Operational Separation – Does the business have functions that should be centralized in the MSO, such as management services, intellectual property, or financial administration?

By conducting a feasibility study, the business ensures that the MSO is structured properly, aligns with strategic goals, and complies with IRS regulations while providing meaningful business benefits beyond just tax efficiency.

An MSO is a separate legal entity (typically a C-Corporation) that provides measurable, real services to the operating company. The value of services shifts from the operating company to the MSO, meaning the MSO becomes responsible for:

  • Financial Management & Risk Oversight – Bookkeeping, tax planning, payroll management, and cash flow optimization.
  • HR & Workforce Planning – Employee benefits administration, staffing solutions, and executive compensation structuring.
  • Business Consulting & Strategic Operations – Long-term planning, growth strategy, and infrastructure improvements.
  • Legal & Compliance Services – Contract management, corporate governance, and industry-specific compliance requirements.

 

At a minimum, the MSO should shift the value of the owner and their services to the MSO, with the owner receiving reasonable compensation and a W-2 wage. This ensures that the MSO has a legitimate business purpose and that the compensation structure aligns with IRS guidelines.

 

Additionally, the more services and value the MSO provides, the more reasonable and necessary management fees may be charged. For example, if the MSO manages financial administration, workforce strategy, risk management, and operational planning, it justifies a higher management fee than an MSO that provides only one or two services.

 

By structuring the MSO properly, the business ensures that:

  • Value creation is clearly documented and aligns with economic substance rules.
  • Management fees are reasonable and necessary, avoiding IRS scrutiny.
  • The MSO operates as a true service provider, enhancing efficiency and financial stability.

 

This value transfer is critical because the IRS requires the MSO to demonstrate real business activity. If structured correctly, the MSO enhances operational efficiency, strengthens financial stability, and provides a long-term strategic advantage for the business owner.

The accumulated earnings tax (AET) applies when a C-Corporation retains earnings beyond a reasonable amount without a valid business justification. The IRS limit for retained earnings is $250,000 for most businesses ($150,000 for personal service corporations like law or accounting firms).

 

If earnings exceed this limit without a documented business purpose, the IRS can impose a 20% penalty tax on the excess retained earnings. However, businesses can retain earnings above this threshold if they have a valid, documented business reason.

 

Common business purposes that justify retained earnings include:

  • Business Expansion & Growth – Funding technology, equipment, R&D, or new market entry.
  • Succession & Ownership Transition Planning – Funding buy-sell agreements and ownership transfers.
  • Insurance Planning for Business Protection – Purchasing key-person insurance, COLI policies, or self-insuring risk.
  • Debt Repayment & Financial Stability – Paying off high-interest loans or maintaining reserves for downturns.
  • Working Capital & Operational Reserves – Ensuring liquidity for payroll, seasonal fluctuations, or large contracts.
  • Mergers, Acquisitions & Investments – Retaining capital for strategic acquisitions or partnerships.

 

Proper documentation is required to support retained earnings, including board resolutions, financial projections, contracts, and tax/legal opinions.

Not inherently. An MSO structured correctly with proper documentation and real business activity will not increase audit risk. The IRS is concerned with abusive tax structures, not legitimate management entities providing real services.

 

To minimize audit risk, the MSO should:

  • Charge reasonable management fees based on industry standards.
  • Provide actual services and maintain documentation of those services.
  • Ensure reasonable compensation for the owner and key employees, supported by independent studies.
  • Maintain financial separation between the MSO and the operating company.
  • Document all transactions and maintain proper corporate governance.

 

If these steps are followed, an MSO should withstand IRS scrutiny and operate as a legitimate and effective business structure.

Reasonable compensation refers to the wages or salary paid to owners and employees of the MSO that must align with industry standards, job responsibilities, and the services provided. It is a critical compliance factor to ensure the MSO structure is legitimate and not viewed as an income-shifting mechanism by the IRS.

 

Factors considered in determining reasonable compensation:

 

A. Industry Benchmarking & Third-Party Analysis

  • Compensation must be supported by independent industry benchmarks comparing similar roles in similar businesses.
  • Compensation surveys, salary databases, and third-party HR studies can provide objective data to validate wage levels.
  • The MSO should document comparisons to salaries in similar industries and geographic locations.
  • Independent attorneys or valuation experts can assess and validate compensation levels, ensuring alignment with IRS standards.

 

B. Job Responsibilities & Time Commitment

  • The owner’s compensation should reflect actual duties performed for the MSO, not just a passive ownership role.
  • A documented breakdown of job descriptions, responsibilities, and hours worked strengthens compliance.
  • If an owner splits their time between the MSO and the operating company, the salary should be adjusted accordingly.

 

C. Reasonable Compensation vs Dividends

  • The MSO owner should be paid a W-2 salary reflecting fair market wages for their role.
  • Distributions or retained earnings beyond a reasonable salary should be documented and justified for business purposes.
  • Excessive dividend distributions without sufficient salary can trigger IRS scrutiny and potential reclassification as wages.
  • By using objective third-party data, job documentation, and clear salary structures, the MSO ensures readiness with IRS standards while maximizing tax efficiency.

The management fee is the payment the operating company makes to the MSO for administrative, strategic, and operational services. This fee must be reasonable, necessary, and based on the actual value of services provided, ensuring the MSO functions as a legitimate business entity.

 

A. Components of Management Fee Calculation

 

  • To determine an appropriate management fee, the MSO should:
    • Define the scope of services
    • The MSO must clearly outline the services it provides, such as payroll, HR, financial planning, business consulting, legal compliance, and risk management.
    • The broader the scope, the higher the justified fee.
    • Calculate direct costs and operational expenses

 

  • The management fee should cover direct costs related to providing services, including salaries, technology, office space, and administrative support.
  • Additional fees may apply for specialized consulting, tax planning, or business development services.
  • Compare fees to industry standards
  • Fees should align with what an external third-party firm would charge for the same services.
  • Independent valuation experts or tax attorneys can help benchmark fees to industry norms.
  • Ensure fees reflect arm’s-length pricing
  • Fees must be set at fair market value, ensuring the MSO is not used solely for income shifting.

 

If the MSO provides substantial operational oversight, fees may be higher, while limited services would justify lower fees.

 

B. Factors That Increase Management Fee Justification

 

  • The number and complexity of services offered – More specialized and high-value services justify a higher fee.
  • The expertise of MSO leadership – If the MSO has highly qualified personnel, fees can be adjusted to reflect their strategic contributions.
  • Long-term business value – If the MSO improves financial stability, cash flow, and operational efficiency, higher fees may be warranted.

 

C. Documentation to Support Management Fees

 

  • To withstand IRS scrutiny, the MSO should maintain:
  • Service agreements that detail the scope of work, fee structure, and payment terms.
  • Invoices and payment records showing actual transactions between the MSO and the operating company.
  • Independent evaluations validating that fees align with industry benchmarks and reasonable compensation principles.

 

By following these guidelines, the MSO ensures that management fees are properly structured, legally compliant, and tax-efficient, while still reflecting the real economic value provided to the operating company.

Yes. An MSO should not limit other tax or business strategies but rather work in synergy to help the business client achieve maximum financial efficiency and risk management.

 

An MSO can integrate with:

 

Deferred compensation plans

  • Allowing tax-deferred income for owners and key employees.

Cash balance pension plans

  • Creating structured retirement contributions while reducing taxable income.

Cost segregation studies

  • Accelerating depreciation for real estate to offset tax burdens.

R&D tax credits

  • Providing tax advantages for companies investing in innovation.

Premium financing for insurance planning

  • Structuring life insurance policies without draining liquidity.

Opportunity zone investments

  • Using the MSO’s retained earnings for reinvestment into tax-favored projects.

 

Key consideration: The MSO should be structured not as a tax-first entity but as a business-first entity that works alongside other tax and wealth-building strategies to enhance overall financial efficiency, cash flow, and business growth.

An MSO plays a critical role in succession planning, especially for multi-generational businesses (Gen 2 and Gen 3 transitions). It allows:

 

Wealth shifting during life

  • The MSO can help move assets and business ownership gradually to the next generation, avoiding large taxable events upon death.

Trust integration for estate planning

  • An MSO can fund irrevocable trusts, allowing the business owner to structure wealth transfers in a tax-efficient manner.

Employee retention programs 

  • The MSO can be used to fund executive compensation and long-term incentive programs (LTIPs) for key employees, ensuring management continuity when ownership transitions.

Buy-sell agreements & estate tax funding

  • The MSO can hold life insurance policies to cover liquidity needs when ownership changes hands.

 

By structuring an MSO within a multi-generational estate plan, business owners can protect assets, minimize tax liabilities, and ensure leadership continuity while gradually transferring control to the next generation.

While MSOs are widely used in healthcare, they are also common in:

 

  • Engineering and manufacturing
  • Legal and financial services
  • Real estate investment firms
  • Technology and software companies
  • Private equity and investment firms

 

Additionally, any company with minimal deductions or depreciation and high taxable net income with strong cash flow should evaluate the suitability of an MSO to determine whether it can provide financial efficiency, tax relief, and operational advantages.

Exiting an MSO can be done through:

 

  • Converting the MSO to an S-Corporation for tax efficiency.
  • Selling the MSO along with the operating company as part of a full business exit strategy.
  • Merging the MSO with another management entity to consolidate operations.
  • Dissolving the MSO and transitioning services back in-house.

 

When selling a business, having an MSO in place can increase business valuation, as buyers see pre-established management structures as a way to ensure smoother operations post-acquisition. Proper exit planning ensures that tax and legal implications are properly managed.

Yes. An MSO helps business owners with:

 

  • Transitioning ownership through family trusts – Allowing tax-efficient generational wealth transfers.
  • Funding estate taxes through corporate liquidity strategies – The MSO can hold insurance policies or financial reserves to cover estate liabilities.
  • Structuring deferred compensation plans – Creating long-term executive retention packages to keep key personnel engaged in the business.
  • Using an MSO to fund charitable foundations – Structuring donor-advised funds (DAFs) or private foundations to support philanthropic goals.
  • Providing liquidity for estate equalization – Ensuring that non-business heirs receive fair distributions without requiring the sale of company assets.

 

By aligning an MSO with estate planning tools, business owners can ensure continuity, financial security, and long-term tax efficiency for future generations.

An MSO must:

 

  • Maintain annual financial records and board meeting minutes.
  • File corporate tax returns and comply with federal and state tax laws.
  • Document all service agreements with the operating company.
  • Justify compensation and management fees through independent reviews.

 

This is not an exclusive list—these are examples of key compliance requirements. Each MSO should have a customized compliance plan that aligns with industry regulations, state laws, and financial best practices.

An MSO should be reviewed annually to:

 

  • Ensure compliance with tax laws and business needs.
  • Evaluate management fees and service structures.
  • Assess financial and operational performance.
  • Identify additional problem matches – Businesses evolve, and an MSO should be periodically reassessed to determine if it can solve new operational, financial, or risk-related challenges.

 

Regular reviews keep the MSO aligned with business objectives and reduce compliance risks.

An MSO can complement and strengthen existing banking and lending relationships by improving financial stability, cash flow management, and debt servicing capabilities. When structured correctly, an MSO enhances a company’s financial profile, making it more attractive to lenders and investors.

 

Key benefits of an MSO for banking and lending relationships:

 

Enhances Debt Coverage Ratios

  • An MSO can increase cash flow stability, which strengthens debt service coverage ratios (DSCR) and makes financing options more favorable.

 

Improves Financial Transparency

  • By centralizing management services, the MSO can provide clearer financial documentation, making it easier for lenders to assess business performance.

 

Facilitates Capital Access

  • With a structured MSO in place, businesses may qualify for larger credit lines, lower interest rates, and more favorable loan terms due to improved financial predictability.

 

Supports Growth & Expansion Plans

  • Lenders may view an MSO as a structured vehicle for growth, enabling businesses to expand operations, acquire assets, or reinvest profits efficiently.

 

Strengthens Financial Relationships

  • Properly implemented MSOs can deepen relationships with banks by showing proactive financial management, risk reduction strategies, and long-term stability planning.

 

By working in synergy with financial institutions, an MSO provides a structured, tax-efficient, and growth-oriented approach that enhances business creditworthiness, borrowing capacity, and strategic financial planning.

Yes, it can, however, we generally recommend C-Corporations due to the following reasons:

 

  • C-Corps allow retained earnings without pass-through taxation.
  • S-Corps have restrictions on ownership and tax structuring that may limit flexibility.
  • C-Corps provide more options for executive compensation and benefit plans.

 

While S-Corp MSOs are technically possible, most businesses benefit from a C-Corp structure due to the ability to retain earnings, structure competitive compensation, and minimize personal tax liabilities.

An MSO can:

  • Manage payroll and HR functions for the operating company.
  • Provide group benefits such as healthcare, retirement, and bonus plans.
  • Structure executive compensation in tax-efficient ways.

 

It is important to note that the MSO is the adopting employer for these plans, as they typically fall under a controlled group due to ownership relationships.

 

This means the MSO must ensure compliance with IRS and ERISA rules, especially if it administers 401(k) plans, deferred compensation programs, or health benefits.

 

By centralizing employment benefits, the MSO enhances workforce stability, employee retention, and operational efficiency.

Yes, an MSO can retain cash reserves if they are documented for a valid business purpose and do not trigger accumulated earnings tax concerns.

 

Common reasons for holding reserves include:

  • Planned business expansion – Funding future acquisitions or infrastructure improvements.
  • Economic downturn protection – Ensuring financial stability during uncertain market conditions.
  • Capital investment needs – Reserving funds for major technology or equipment upgrades.
  • Strategic reinvestment – Allocating retained earnings to fund future tax-efficient business growth strategies.

 

To remain compliant, the MSO should document board resolutions, financial projections, and clear business justifications for holding cash reserves.

Yes. An MSO can centralize vendor management to streamline procurement, improve efficiency, and reduce costs.

 

An MSO can:

  • Negotiate bulk purchasing agreements for supplies, technology, or operational services.
  • Manage service contracts and standardize vendor relationships across multiple business entities.
  • Ensure compliance with regulatory or industry-specific procurement standards.

 

By consolidating purchasing power, an MSO can improve financial efficiency and reduce operational costs across all associated businesses.

An MSO removes administrative burdens from the operating business by:

 

  • Centralizing back-office functions like HR, payroll, accounting, and compliance.
  • Standardizing business processes to improve efficiency and reduce duplication.
  • Leveraging technology to automate financial reporting, contract management, and strategic planning.

 

By shifting these responsibilities to an MSO, the business can focus on core revenue-generating activities while maintaining better control over operational expenses.

If an MSO becomes unnecessary, businesses can:

 

  • Gradually transition services back in-house while maintaining tax compliance.
  • Sell or merge the MSO with another management company.
  • Dissolve the MSO while ensuring all tax and legal obligations are properly handled.

 

Additionally, if the MSO is no longer needed for management services, the C-Corporation can change its purpose to function as a family office to manage assets, oversee investments, or administer wealth transfer strategies for business owners and their families.

 

Proper planning ensures that the MSO transition does not disrupt financial stability or create unexpected tax liabilities.

A properly structured MSO can increase the overall valuation of a business by:

 

  • Demonstrating well-documented financial management and governance.
  • Creating predictable cash flow and improving EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
  • Reducing tax burdens, thereby increasing net profitability.
  • Establishing operational continuity that makes the business more attractive to potential buyers.

 

When businesses are sold, an MSO structure can make the company more appealing to investors by ensuring strong financial oversight and risk management.

If an MSO is audited, businesses should:

 

  • Contact Guardian Tax Consultants and the attorney that prepared the independent reports to review the feasibility study and documentation.
  • Provide documentation of legitimate business activities (contracts, invoices, and board minutes).
  • Justify management fees and compensation using third-party valuation reports.
  • Demonstrate compliance with IRS guidelines on reasonable compensation, service agreements, and retained earnings.

 

Having a reasonable basis defense using an independent feasibility study helps limit audit exposure. This is why the feasibility process and annual service review are critical—ensuring that the MSO is audit-ready and operating within compliance guidelines.

Yes. An MSO provides an additional legal and financial layer that can help:

 

  • Isolate operational liabilities from the core business.
  • Protect valuable assets by holding intellectual property, real estate, or financial reserves.
  • Reduce exposure by ensuring proper insurance and risk management policies are in place.

 

While an MSO is not a shield against all legal claims, it does provide added protection by properly structuring business functions and assets.

An MSO can manage insurance strategies by:

 

  • Owning and administering corporate-owned life insurance (COLI) for key executives.
  • Structuring split-dollar insurance plans to provide tax-efficient funding for estate planning and business continuity.
  • Using life insurance as an asset to build liquidity and protect against financial risks.
  • Handling premium financing strategies to preserve cash flow while maintaining necessary coverage.

 

Funding life insurance with after-tax C-Corp dollars is more efficient than in a pass-through entity, as it allows for structured tax planning and long-term financial security.

An MSO can be structured to help a business pay down debt faster while reducing the overall tax burden.

 

For example: A business owner has a $5,000,000 loan at 8% interest on a 30-year schedule.

 

By using an MSO to accelerate repayment, the owner can pay off the debt in 5 years while saving significant interest costs.

 

  • Under a C-Corp (21% tax rate), the business needs $1,539,979 in pre-tax income per year to cover payments.
  • Under a Pass-Through Entity (40% tax rate), the business would need $2,027,639 per year.

 

By using an MSO structure, the business saves nearly $487,660 per year in pre-tax income requirements, improving cash flow efficiency and accelerating debt reduction.

Yes, an MSO makes a business more attractive to private equity firms by:

 

  • Establishing strong financial controls and governance.
  • Reducing operational inefficiencies through centralized management.
  • Creating clear financial records and tax-efficient structures that appeal to investors.

 

A well-managed MSO can improve exit strategies, investment opportunities, and overall market valuation.

A properly structured MSO can increase the overall valuation of a business by:

 

  • Demonstrating well-documented financial management and governance.
  • Creating predictable cash flow and improving EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
  • Reducing tax burdens, thereby increasing net profitability.
  • Establishing operational continuity that makes the business more attractive to potential buyers.

 

When businesses are sold, an MSO structure can make the company more appealing to investors by ensuring strong financial oversight and risk management.

Yes. An MSO provides an additional legal and financial layer that can help:

 

  • Isolate operational liabilities from the core business.
  • Protect valuable assets by holding intellectual property, real estate, or financial reserves.
  • Reduce exposure by ensuring proper insurance and risk management policies are in place.

 

While an MSO is not a shield against all legal claims, it does provide added protection by properly structuring business functions and assets.

An MSO can operate within a larger business ecosystem, providing:

 

  • Shared administrative functions for multiple entities under common ownership.
  • Centralized cash flow management to optimize working capital.
  • A unified compliance and governance structure to minimize risk across entities.

 

This approach allows businesses to maintain independent legal structures while benefiting from shared resources and strategic oversight.

Yes, an MSO can:

 

  • Serve as a management hub for family-owned businesses and investments.
  • Administer trusts, tax planning, and estate strategies.
  • Oversee financial reporting and risk management for family assets.

 

A properly structured MSO can enhance family wealth preservation and multi-generational financial planning.

Before deciding how to withdraw MSO funds, the first question to ask is:

 

What’s the goal for the money?

 

The strategy for withdrawing MSO funds depends on whether the goal is business expansion, executive retention, estate planning, or personal use. Without a clear purpose, general tax strategies may not be the most efficient or compliant approach.

 

Here are six common ways business owners use MSO funds efficiently:

 

  1. Estate Preservation & Liquidity
    • Split-dollar insurance – The MSO can purchase a split-dollar life insurance policy to fund estate planning while keeping assets within the business.
    • Liquidity planning – The MSO can hold funds for estate settlement or buy-sell agreements, reducing the need for asset liquidation.
    • Trust funding – MSO funds can be used to fund irrevocable life insurance trusts (ILITs) to minimize estate taxes.

 

  1. Key Employee Retention & Compensation
    • Executive bonus plans – The MSO can issue non-qualified deferred compensation plans, offering tax-efficient incentives for key employees.
    • Insurance-backed retention plans – The MSO can fund long-term incentive plans (LTIPs) through life insurance strategies.
    • Phantom stock or stock appreciation rights (SARs) – Allows employees to participate in company growth without direct ownership transfer.

 

  1. Deductible Business Expenses
    • Management & consulting fees – The MSO can pay for advisory services, strategic planning, and leadership consulting, which are deductible expenses.
    • Operational costs – MSO funds can be allocated to HR, payroll processing, and compliance administration.
    • Technology & infrastructure investments – The MSO can fund digital transformation, cybersecurity improvements, and automation initiatives.

 

  1. Non-Deductible Expenses & Capital Investments
    • Paying down debt – The MSO can help accelerate loan repayment, improving financial flexibility.
    • Equipment purchases – Using MSO funds for non-deductible business assets can be more efficient than pulling from a pass-through entity.

 

  1. Business Expansion & Investment
    • MSO-funded loans to the operating company – The MSO can lend funds to the operating business for acquisitions, expansions, or strategic investments.
    • Outside investments – MSO capital can be used to invest in joint ventures, private equity, or alternative assets, as long as it serves a valid business purpose.

 

  1. Dividends & Corporate Distributions
    • Strategic dividend payments – When structured correctly, dividends can be issued at favorable tax rates.
    • Asset distributions – The MSO can distribute corporate assets tax-efficiently through structured planning.

 

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