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Knowledge is power, and there’s power in having a perspective. Plante Moran brings both when we help our clients survive, thrive, and deal with the myriad of business issues that they face every day.
Tax reform and planning opportunities
Explore our comprehensive tax reform playbook
Take a detailed look at new opportunities and challenges
Learn from leaders
What can investors discern from the current economy and markets?
Explore our Road Ahead.
Tax season is a great time to review your international business operations and leverage annual information-gathering efforts to connect with foreign staff, improve productivity, and mitigate risk. Read more in CFO Magazine.
Our guide can help you prepare
Revenue recognition roadmap
Three practical ways to pass down your legacy of philanthropyFor many high-net-worth families, philanthropy is an important part of their legacy. However, involving the next generation can come with challenges. To successfully involve your children in family philanthropy, consider these ideas.
Estate planning: What your family needs to know when you’re goneDoes your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
Planning for your older selfWhether contemplating your diminished health or a loved one’s, the best plans recognize this inevitability. Consider these questions as you look ahead.
Mitigating your excise tax liability risk: Excessive executive compensation for non-profit organizationsSection 4960 imposes a 21 percent excise tax on the compensation of certain highly compensated employees of tax-exempt organizations. Find out if, and how, this impacts your organization and what you can do to mitigate your risk.
Recent Case Studies
A new analytics framework helps a medical research university improve their ePHI user access security and analysis and create operational efficiencies to focus on value-add risk mitigation activities.
A major physician-owned specialty hospital located in the northeast selects a new certified electronic health record technology (CEHRT) with an EHR agreement that protects their interests and reduces risks.