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Personal Tax

Plante Moran

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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Personal Tax Thought Leadership

  • When affluent children grow up: Navigating unintended consequences of family wealth

    When we talk about family wealth, we tend to think about it from the wealth creators’ perspective, but what about their children and grandchildren? We share common challenges and ideas for navigating unintended consequences of family wealth.

    Sara Montgomery Wealth Management
    Article May 13, 2021 4 min read
    Family having breakfast in a high-end kitchen.
  • For the 99.5% Act: Key considerations and next steps

    On March 25, 2021, Senator Bernie Sanders (VT) and Senator Sheldon Whitehouse (RI) introduced the “For the 99.5% Act.” If enacted, it would have a significant impact on the inheritance tax system. Here’s what you need to know.

    Dawn Jinsky Wealth Management
    Article March 29, 2021 3 min read
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  • Tax update for real estate leaders

    Register for our view on-demand 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 Jan. 26, 2021 60 min watch
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  • The new family office 5.0 model: A flexible solution for the evolution of the family business

    While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

    Mark Blumenthal
    White Paper January 22, 2021 5 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

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