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Personal Tax

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Where tax strategy and portfolio management meet

Are you launching a new venture, going through a major life event, or simply looking to protect your assets? Whatever your goal is, you can count on our tax specialists for fresh, insightful tax planning ideas that optimize your tax position. With a full complement of tax planning and consulting services, we work closely with your investment, financial, and estate planning advisors to ensure you have a coordinated team working toward the same financial goals.

As part of our collaborative approach, we bring a broad range of individual tax planning services to the table, including projections of current tax liabilities, cash flow needs, tax implications of investments, and estate planning and gifting strategies.

When you work with us, you’ll gain an instant perspective on how investment, tax, and other financial decisions will impact your personal balance sheet

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Related Events

  • Tax update for real estate leaders

    Register for our January 26 webinar for a comprehensive overview of what you and your real estate organization can expect for the 2021 tax season. 

    RJ McArthur Justin Dodge Ashley Paschke
    Webinar January 26, 2021 60 min watch Upcoming
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Personal Tax Thought Leadership

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

Comprehensive services and integrated approach

Our personal tax team is invested in helping you maximize your financial resources and minimize your tax obligation. Our engagement planning includes working with your larger personal advisory team to ensure our tax recommendations are in line with your broader financial goals –– and setting agendas to which the entire team can commit.

In the words of Brian Schultz, leader of our personal tax practice, “When we integrate tax strategy with portfolio management, we can help clients enhance after-tax returns and grow their personal balance sheet. Helping clients achieve their definition of financial success is our ultimate goal.” 

How can we help your business?

Contact us or submit an RFP