Protect what you’ve built.
When your wealth gets complex, your tax strategy needs a former Fortune 500 Tax Director — not a generalist. Investment income, estate considerations, multi-entity structures, and charitable giving — all coordinated, all on one plan.
Six strategies most CPAs don’t run for HNW clients.
Capital Gains Harvesting
Coordinated long-term/short-term harvesting, loss carryforwards, and basis-step-up planning across taxable accounts.
Estate & Gifting Strategy
Annual exclusion gifts, lifetime exemption use, GRATs, IDGTs, and 2026 sunset planning before exemption drops.
Multi-Entity Structuring
Holding companies, family limited partnerships, family LLCs — for asset protection, control, and intergenerational tax efficiency.
Charitable Strategy
Donor-advised funds, qualified charitable distributions (QCDs), CRTs, and bunching strategies that maximize deduction and impact.
Investment Tax Coordination
K-1 income, MLPs, alternative investments, private placements, and oil & gas working interests — handled by a CPA who’s seen the K-1 from the issuer side.
Multi-State & International
Residency planning, state nexus issues, and FBAR/FATCA compliance for clients with assets or income across states or borders.
Strategy that scales with your balance sheet.
Modupe spent years inside the IRS — and at the highest levels of corporate tax — managing the kind of complexity most CPAs never see. That same level of strategic thinking is what your wealth requires now.
What HNW clients are getting back.
Illustrative testimonials representative of high-net-worth advisory work.