High-income tax strategy
Planning for compensation, bonuses, equity, withholding, estimates, charitable timing, and investment income.
Withholding and estimate model
Capital gain timing
Stock compensation review
Retirement contribution strategy
OICPA advisory
Personal Solutions
Personal tax planning for clients whose decisions carry real complexity.
Strong personal planning begins before the forms are due.
OICPA works with founders, investors, and households that need more than a once-a-year filing relationship.
Personal planning programs
Make personal tax planning feel as sophisticated as the income and assets behind it.
Real estate and investment activity
Tax support for rental properties, passive activity rules, cost segregation, basis tracking, and liquidity decisions.
Depreciation and basis review
Passive loss planning
1031 and sale timing
Property-level documentation
Family and cross-border complexity
Coordination around trusts, estates, foreign reporting, multi-state exposure, and advisor communication.
Estate and trust compliance
Foreign tax coordination
Multi-state filing map
Family wealth tax readiness
Planning moments
Personal tax planning gets stronger when it is tied to life events.
You changed jobs, received equity, sold assets, or had a major liquidity event.
Your business income and personal tax planning need to be reviewed together.
You own rental property or real estate entities with depreciation decisions.
You have multi-state, foreign, trust, estate, or family wealth tax questions.
Find your OICPA CPA
Need a more disciplined personal tax strategy?
We will help define the right starting point and the right scope around it.