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Personal Tax

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We do more than simply prepare your tax return. With a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives, our tax-planning specialists work closely with you to develop effective plans for the future.

We offer a broad range of individual tax-planning services, from projections of current tax liabilities and cash flow needs, analysis of your investments' tax implications, and personal financial planning to retirement planning and estate planning and gifting strategies.

Year-end tax planning opportunities and tax reform

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Tax planning: Key 2019 year-end strategies for individuals
Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, exemptions, and favorable rates in 2019 and beyond.
Jerry Jonckheere
Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch Upcoming
Tax planning: Key 2019 year-end strategies for businesses and owners
Brett Bissonnette
Webinar Wednesday, Nov. 20, 2019, 10 - 11 a.m. EST 1 hour watch Upcoming
Year-end business tax planning: Five actions to consider now
James Minutolo
Article October 18, 2019 7 min read
Five tips to manage your individual taxes before the end of 2019
James Minutolo
Article October 18, 2019 6 min read

Related Events

  • Tax planning: Key 2019 year-end strategies for individuals
    Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, exemptions, and favorable rates in 2019 and beyond.
    Jerry Jonckheere James Minutolo Chad Richard Rebecca Solomon
    Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch Upcoming
    Business man sitting at a counter with a cup of coffee reading a newspaper

Personal Tax Thought Leadership

  • 2019 Illinois tax amnesty program
    Now through Nov. 15, 2019, the Illinois Department of Revenue and Secretary of State are running a tax amnesty program for eligible taxpayers. If you have any unpaid Illinois taxes, this is a great time to come forward and resolve those items.
    Ron Cook Curtis Ruppal
    Article October 16, 2019 2 min read
    Illinois Amnesty Tax
  • Alert: Proposed regulations avoid potential gift/estate tax “clawback”
    Recently proposed regulations clarify that there will be no “clawback” of gift or estate tax after the increased gift/estate tax exclusion sunsets in 2026. People with potentially taxable estates should consider making gifts to utilize the increased exclusion amount before it expires.
    Mandy Chardoul Wealth Management Dawn Jinsky Wealth Management James Minutolo
    Article December 14, 2018 3 min read
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  • Tax reform and 2018 year-end tax planning strategies for individuals
    The Tax Cuts and Jobs Act (TCJA) introduced significant changes for individuals, and tax planning will look a bit different this year. View our on-demand webinar and learn the information you need to develop your personal year-end tax planning strategy.
    Jerry Jonckheere James Minutolo Mandy Chardoul Wealth Management Samuel Ysusi
    Webinar November 29, 2018 60 minute watch
    Image of a man at a desk looking at a laptop.
  • What donors need to know about tax reform
    Having available funds to give to charity at the end of the year may be easier to find, given the federal tax reform. But that won’t necessarily make it easier for individuals to deduct those donations. Read more at Crain’s Detroit Business.
    Karen Cady Wealth Management
    Article November 26, 2018 1 min read
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Our Team

Our personal tax team is fully invested in helping you maximize your financial resources and meet your financial goals. Our approach focuses on your current tax situation as well as proactive tax planning opportunities — throughout the year. Our transparent and collaborative process ensures you fully understand your current tax situation. No last-minute surprises — our team is dedicated to helping you select the strategies that will bring you closer to your goals.

Our clients say

I have worked with Lynne Huismann and other professionals at Plante Moran on my personal income taxes for several years. They have been excellent in their analysis and I have found them to be responsive and timely in their assistance. Excellent service and professionalism all the way!

Scott Cooper Partner, Fragomen Worldwide

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