Our Approach ToFAMILY TAX
PLANNING
Careful Planning, Seamless Execution
In the ever-changing world of taxes, having a reliable partner can be the difference between frustration and success. Our Family Tax Planning services aim to understand your desires and identify solutions to help maximize what you and your family retain.
Navigating the intricate landscape of tax planning requires more than just software. It demands a blend of strategy, foresight, and expert knowledge.
How do we help?
Annual reviews and analysis of tax returns, along with forward-looking estimates for future tax years
Strategic tax planning each and every year to optimize what you and your family keep, and adapt when necessary
Guidance and scenario analysis to illustrate potential impacts and assess "what-if" scenarios prior to implementing any solutions
Evaluate “tax today” vs. “tax later” decisions & tradeoffs
Tax letters to keep you and your CPA involved and informed
Common Tax Planning Topics
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Should I consider paying the tax now to potentially avoid the tax later?
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We believe in helping you live your most generous life. Let’s make sure your charitable pursuits make the largest impact possible
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Ever leave your tax filing meeting with your head spinning? We review and analyze for you, leaving you with a simple explanation of the “need to know” and check for opportunities along the way
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I’ve saved up, now what? Equally as important as accumulation is your distribution plan, don’t forget to consider tax implications of using your money!
The Roche Group Edge
Broad Knowledge
With our personal experience and expansive network of industry leaders and innovators, your surrounded by a team who cares
Cutting-Edge Tools
Harness the power of the latest business tools, analytics, and software to evaluate impact and increase confidence in your decision
Client-Centricity
We value collaboration in your tax planning and believe in building solutions tailored to you and understood by all involved
Contact us.
info@rochewealth.com
(405) 215-9515
13104 North Macarthur Blvd, Suite B
Oklahoma City, OK 73142