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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 2018 year-end tax planning

Image of road in front of White House
28 minute read
Tax reform playbook: What you can do now and how to plan ahead
Wondering how the new tax reform legislation impacts your business? Do you have a clear idea of what you need to do, how, and by when? Our tax reform playbook can help.
Michael Monaghan
Whitepaper May 8, 2018 28 minute read
Tax reform webinar series: Understanding the impacts of new guidance
Stephen Eckert
Article September 12, 2018 1 min read
2018 year-end tax guide
Jerry Jonckheere
Article October 22, 2018 1 min read
Alert: Tax Cuts and Jobs Act guidance special report
Stephen Eckert
Article August 21, 2018 20 min read

Personal Tax Thought Leadership

  • 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
    People talking
  • Why planners should reconsider REITs for HNW clients
    Real estate investment trusts have historically provided a meaningful level of current income but in a relatively tax-inefficient manner. The Tax Cuts and Jobs Act contains new tax breaks for certain REITs that may make them more attractive to investors. Read more at FinancialPlanning.
    Brian Schultz
    Article August 20, 2018 2 minute 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.