One strategy session. Five to seven figures in long-term savings.
Tax Strategy is the one-time, structural deep-dive — entity design, §199A optimization, §1202 qualification, retirement plan architecture, real estate cost segregation. We map the moves that compound for the next decade, then hand you the plan.
Built for a specific client.
This is for the owner, investor, or executive who suspects the structure they’ve been operating under is wrong — and wants a former Fortune 500 Tax Director to model the alternative before they commit. One conversation, one deliverable, one decision.
- Founders evaluating S-Corp election, C-Corp conversion, or §1202 QSBS qualification
- Owners considering a sale, recap, or rollup within the next 24 months
- Real estate investors weighing cost segregation, §1031 exchanges, or syndication structures
- Physicians and partners deciding between defined benefit plans, cash balance plans, or both
- Households with appreciated assets evaluating charitable trusts, GRATs, or §1014 step-up planning
Everything in the engagement.
- Entity-structure analysis — current state vs. optimal, with five-year tax projections side-by-side
- §199A QBI optimization — wage and UBIA modeling to maximize the 20% deduction
- §1202 QSBS qualification review — eligibility, holding-period planning, and exit modeling for up to $10M tax-free
- Retirement architecture — Solo 401(k) vs. defined benefit vs. cash balance, modeled against your true earned income
- Real estate stack — cost segregation feasibility, §469 grouping elections, short-term rental loophole qualification
- Written strategy memo — every recommendation with the IRS code section, dollar impact, and implementation timeline
- Implementation roadmap — exact filings, deadlines, and entity formations required to execute
Four steps. No mystery.
Intake
Three years of returns, current entity docs, balance sheet, and a 60-minute scoping call.
Analysis
Modupe models two to three structural alternatives with multi-year tax projections.
Strategy session
A two-hour working session walking you through every recommendation and trade-off.
Delivery
Written memo, implementation checklist, and a 30-day follow-up to confirm execution.
A typical strategy engagement surfaces $50K–$500K in multi-year savings — and the rare §1202 or cost-seg case crosses seven figures. You leave with a plan, not a question list.
Questions we get most often.
Strategy is the architecture — one-time, structural, big-picture. Planning is the year-round execution layer on top of it. Most clients do Strategy first, then roll into Planning to implement and maintain the moves.
Either. Many clients take the memo and execute with their existing team. Others move to our Planning engagement to keep me in the seat for the long run. The strategy work stands on its own — you own the deliverable.
Then I’ll tell you, in writing, and you’ll have documented confidence that you’re not leaving money on the table. That outcome happens roughly one engagement in ten — and it’s still worth the fee to know.
Ready to put this to work?
Schedule a scoping call — we’ll tell you within 15 minutes whether a strategy engagement will pay for itself.
Book a Free 30-Min Call