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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.

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Tax reform and planning opportunities

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1 min read
Tax reform webinar series: Understanding the impacts of new guidance
Are you wondering how the Tax Cuts and Jobs Act and recently released guidance will affect you? Our tax reform webinar series will cover critical details, allowing you to understand the new guidance, make informed decisions, and evaluate year-end planning.
Stephen Eckert
Article September 12, 2018 1 min read

Personal Tax Thought Leadership

  • 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
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  • 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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  • Have you outgrown your tax preparer?
    The distinction between tax preparer and tax advisor is an important one. Do you know the difference? To take a proactive approach to financial planning and wealth management, you should ask yourself these questions.
    Karen Cady Wealth Management
    Article October 12, 2018 1 min read
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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

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.