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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


Personal Tax Thought Leadership

  • CARES Act increases deductibility of 2020 charitable contributions

    Charitable contributions of high net worth individuals may qualify for additional tax benefits in 2020 under the CARES Act. With some advanced planning, your tax savings could leave you with more to give to charity. 

    Brian Schultz Wealth Management
    Article July 16, 2020 2 min read
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  • Charitable planning opportunities under the CARES Act
    In addition to financial benefits for individuals and businesses, the CARES Act includes significant tax benefits to encourage charitable donations. Here’s what you need to know for your 2020 tax planning.
    Rebecca Solomon Wealth Management Dino Giannobile
    Article June 30, 2020 4 min read
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  • Looking for year-end tax savings? Consider loss harvesting your energy stocks
    As you consider your year-end tax planning strategy, where does loss harvesting fit in? Our team recently analyzed the tax savings strategy.
    Randy Strandberg
    Article December 10, 2019 6 min read
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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 James Minutolo Chad Richard
    Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch
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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

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