Mohsena Wahed is tax partner at PriceKubecka, a Texas-based CPA firm with 30 years of experience serving RIAs, wealth management firms and other closely held businesses. She advises business owners and leadership teams on tax strategy, growth decisions, and the financial implications of major business changes.
Her approach is grounded in understanding how each client operates, where the business is headed, and which tax considerations could affect those decisions. Mohsena’s industry experience also includes construction, manufacturing and real estate, with deep expertise in R&D tax credit studies.
Registering as an S corp, making an advisor partner, and acquiring another practice all carry tax implications that RIA owners should be ready to think through.
