Guardian Tax Consultants

Guardian Tax Consultants Through professional collaboration, we help business owners achi

Guardian Tax Consultants specializes in collaborating with wealth advisors, CPAs, and financial planners to design, execute, and service tax mitigation strategies for business owner clients.

Last chance to register.Live CE webinar on MSO Strategy as a Joint Deliverable for CPAs and RIAs — this Thursday at 1 PM...
05/20/2026

Last chance to register.

Live CE webinar on MSO Strategy as a Joint Deliverable for CPAs and RIAs — this Thursday at 1 PM CST.

If you work with privately held business owners and want a framework you can actually use — not just another credit — this is worth the hour.

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register before it closes: https://zurl.co/Yinlc

The structure that's reshaping every industry.Management Services Organizations started in physician practices. They're ...
05/14/2026

The structure that's reshaping every industry.

Management Services Organizations started in physician practices. They're now reshaping law firms — Holland & Knight called it "the next billion-dollar industry." PE capital is flowing in at a transaction pace nobody anticipated.

The same architecture is being pitched to closely held business owners across every other industry, every week.

If your clients own privately held operating businesses, MSO planning is already a conversation in their orbit. The question is whether you're in it.

On May 21, we're walking advisors through the framework Guardian Tax Consultants uses across 50+ states, 100+ enterprises, and $1B+ in enterprise value: when MSO planning fits a client, the red flags that disqualify them, the division of labor between CPA, RIA, and legal, and how to position the work as recurring advisory.

LIVE WEBINAR · 60 MIN · 1 CE CREDIT
Approved: CFP® · NASAA IAR · CIMA® · RMA® · CIMC® · CPWA®
Reserve your seat: https://zurl.co/oMiDC

When is an MSO actually the right fit?Not every privately held business owner needs one. The advisors who answer this qu...
05/12/2026

When is an MSO actually the right fit?

Not every privately held business owner needs one. The advisors who answer this question well tend to ask four things first:

– Is the operating entity generating enough margin to support the structure?
– Are there legitimate management services to centralize?
– Is the compensation defensible on a related-party basis?
– Is the client's team disciplined enough to govern it long-term?

If the answer to any of those is "no," an MSO is the wrong answer — and recommending one anyway creates risk that falls back on the CPA and RIA.

Full framework on May 21. 1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/cJl2U

Two perspectives. One playbook.Most MSO content treats the structure as a tax topic. That's half the picture.On May 21, ...
05/07/2026

Two perspectives. One playbook.

Most MSO content treats the structure as a tax topic. That's half the picture.
On May 21, our team is partnering with Richard Hillson of Hillson Consulting for a live CE session that brings both sides of the table together — the technical case for when an MSO fits, and the practice-level case for how CPAs and RIAs actually deliver it without stepping on each other.

Who should attend:
– CPAs fielding MSO questions from business-owner clients
– RIAs looking to add a differentiated planning capability
– Advisors who want a framework they can use on a live client next week

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/OheWq

Most CPA and RIA engagements stop short of MSO strategy — not because the opportunity isn't there, but because neither a...
05/04/2026

Most CPA and RIA engagements stop short of MSO strategy — not because the opportunity isn't there, but because neither advisor wants to step on the other.We're running a live session on how to change that.

On May 21, Guardian Tax Consultants is partnering with Hillson Consulting for a CE webinar: MSO Strategy as a Joint Deliverable for CPAs and RIAs — structure, economics, governance, and the practice-level case for why coordinated delivery beats the referral handoff.

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/i0JoO

🌟 Weekly Core Values Shout-Outs 🌟At Guardian, we love taking time in our L10 meetings to recognize teammates who are liv...
02/25/2026

🌟 Weekly Core Values Shout-Outs 🌟

At Guardian, we love taking time in our L10 meetings to recognize teammates who are living out our core values: Integrity, Dedication, Pioneering, Candor, and Teamwork.

Here are a few shout-outs our team received this week 👇

- Codey (Pioneering, Dedication): Codey has been stepping up big—fixing process issues, holding the line where needed, and pushing our systems forward.

- Maddie (Dedication, Teamwork, Pioneering): Maddie has been an amazing addition—she’s integrating fast, learning quickly, and bringing serious momentum to the team.

- Jake (Teamwork, Dedication): Jake has been handling a ton, staying on top of sales follow-ups, and is finally hitting a strong flow state while supporting everyone who needs him.

- Alex S (Teamwork, Dedication): Alex has taken real ownership in organizing sales and helping drive that forward in a big way.

- Krista (Pioneering, Dedication): Krista has been doing huge foundational work by building out the budget and going above and beyond on key content updates.

- Amber (Dedication): Amber has been putting in the work studying for her certification and getting help when needed to level up for the business.

- Mark (Dedication): Mark consistently brings huge value through his work ethic, staying late, and always showing up when it counts.

- Alex (Dedication): Alex led two excellent planning meetings with strong leadership, clear guidance, and really productive outcomes.

Mike (Dedication, Pioneering): Mike has been driving our upcoming year planning and forecasting, helping set a clear direction for where we’re headed next.

Big congratulations to Amber on earning her Series 6 with FINRA! A huge milestone and a testament to her hard work and d...
02/11/2026

Big congratulations to Amber on earning her Series 6 with FINRA! A huge milestone and a testament to her hard work and dedication. We’re so proud of you! 🚀

Compliance isn’t just paperwork — it’s value protection. Discover the best practices to ensure your MSO meets Section 12...
02/09/2026

Compliance isn’t just paperwork — it’s value protection. Discover the best practices to ensure your MSO meets Section 1202 requirements and maximizes potential tax benefits at sale. 📘🚀

Check out the Blog Post:
https://zurl.co/sO7H5

Three hours of deep strategy, process refinement, and hands-on collaboration to make our platform even better. We spent ...
01/14/2026

Three hours of deep strategy, process refinement, and hands-on collaboration to make our platform even better. We spent time aligning on workflows, improving communication, and identifying ways to create a smoother, more effective experience across the board. Such a great session at our offices yesterday with Gregg Michael and Eric Swanson—these conversations are what move the needle and help us continue building something stronger together.

🎉 Welcome to the Team, Maddie! 🎉We’re excited to welcome Maddie to Guardian Tax Consultants as our newest Case Processor...
01/13/2026

🎉 Welcome to the Team, Maddie! 🎉

We’re excited to welcome Maddie to Guardian Tax Consultants as our newest Case Processor! Originating from Chattanooga, Tennessee, Maddie brings a strong background in operations, client service, and process optimization.

With a detail-driven, relationship-focused approach, Maddie will play a key role in managing complex case workflows, supporting regulated processes, and ensuring seamless communication across teams. Her experience handling high-volume workflows will help strengthen efficiency and elevate outcomes for both our clients and internal teams.

We’re thrilled to have you on board, Maddie, and look forward to the value you’ll bring to Guardian Tax Consultants! 👏

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554 Franklin Road, Suite 105
Franklin, TN
37069

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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