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Experience

Karen is a partner in Plante Moran’s tax services practice, and is the Tax Practice Leader in the firm’s wealth management industry group. She has more than 30 years of experience providing tax compliance, planning, and consulting services. Karen serves high-net-worth individuals and families, trusts and estates, and entrepreneurial and family-owned businesses. Her specialties include income tax planning and compliance for trusts and individuals, multi-generational tax planning, trust and estate tax planning, and collaborating with clients’ advisory teams to manage tax cash flow and preserve wealth.

Karen earned a Bachelor of Business Administration degree from the University of Michigan.

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Additional Thoughts

Alternative minimum tax: It takes a multiyear plan to manage effectively
AMT is a “hidden” tax that affects many taxpayers. But fear not; opportunities to reduce its impact are available if done prior to year-end.
Karen Cady Wealth Management
Article October 26, 2016 2 min read