Mobena Tax Information

After-tax planning for complex families. Pre-tax estimates with footnotes don't cut it anymore. Mobena is the first platform that models an entire family on a fully after-tax basis — income tax, estate planning, and wealth modeling in one place. Every person, every entity, every year, across generations. Until now, complex families were served by three advisors on three tools, each built for a different era. None see the whole picture. None see the tax. ━━━━━━━━━━━━━━━ What Mobena does 𝗙𝗼𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲𝘀 One model, every advisor, every year. The CPA, the attorney, and the advisor working from the same set of facts — for the first time. 𝗙𝗼𝗿 𝗖𝗣𝗔𝘀 Project an entire family's tax — 5 years or 50 — with every individual and trust modeled year by year, every holding mapped to every line of the K-1. Passive loss carryovers, NIIT, multistate, tax attributes. The real answer, not an estimate. 𝗙𝗼𝗿 𝗲𝘀𝘁𝗮𝘁𝗲 𝗮𝘁𝘁𝗼𝗿𝗻𝗲𝘆𝘀 Model any estate plan — without limit. Sales to grantor trusts, GRATs, QPRTs, NIMCRUTs, preferred partnerships. Every technique, fully after-tax. 𝗙𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 Real estate, private equity, hedge funds, multistate holdings — every balance sheet, finally modeled with the tax math intact. ━━━━━━━━━━━━━━━ What actually happens to a family's entire tax picture when they move from New York to Florida? Ask the model. Every return, every trust, every year — recomputed. ━━━━━━━━━━━━━━━ Built by an authority, not a software company that stumbled into tax. Mobena was created by a Bloomberg Tax Author of the Year — author of Bloomberg's Family Offices Tax Management Portfolio — to solve his own clients' planning needs. Now onboarding our founding cohort of forward-thinking advisors, family offices, and CPAs. Mobena. See the tax. Own your future. www.mobena.com