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Personal Tax Planning

At Plante Moran Wealth Management, we understand that proactive tax planning is an important part of growing and preserving your wealth. With nearly100 years of planning, preparing, and providing solutions, our experienced group of tax professionals can help manage your taxes, eliminate surprises, and optimize results.

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At Plante Moran Wealth Management, our personal tax practice is solely focused on providing integrated tax solutions to high net worth individuals, families, entrepreneurs, and corporate executives.

Our goal is to help you manage and mitigate your tax obligations and optimize your wealth. This means we can proactively factor income, trust, and transfer tax considerations into your wealth management plan and help to identify and build thorough, informed strategies that make the most of the opportunities available to you.

Our robust tax planning practice is backed by the resources and support of our nationally ranked CPA firm, spanning national, state, local, and international disciplines, which ensures our wealth advisors deliver fresh, innovative insights and inform you of regulatory changes that will impact your plans and portfolio as they emerge.

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Personal Tax Planning Thought Leadership

  • 2021 Wealth Management Virtual Summit

    The Wealth Management Virtual Summit featured expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

    Jim Baird Wealth Management
    Webinar Oct. 26, 2021 45 min watch
    Hiker standing on a mountain looking at a sunset.
  • Build Back Better Act: Proposed estate and gift tax changes

    President Biden’s proposed Build Back Better Act includes major changes to estate and gift taxes to fund the social and education spending plan. Here’s what you need to know.

    Alicia Cole Wealth Management
    Article September 29, 2021 3 min read
    View of the U.S. capitol building.
  • What could the proposed tax changes mean for your estate plan?

    The American Families Plan would include income tax increases for high-income taxpayers but doesn’t make changes to the estate tax. However, several congressional proposals target transfer taxes and could still be incorporated into a tax reform bill.

    Alicia Cole Wealth Management Shawn Calabrese Wealth Management
    Article May 25, 2021 5 min read
    View of American flags close-up.
  • Wealth roundtable: Strategies to help you move forward

    When the happenings of the world feel uncertain, questions about your financial well-being are common. View our on-demand webinar where our experts share their best guidance for protecting and growing your wealth in times of uncertainty. 

    Hans Kronsbein Wealth Management Sara Montgomery Wealth Management Steven J. Gibson Wealth Management Amber Terakedis Wealth Management
    Webinar May 18, 2021 45 min watch
    Couple on a sailboat sailing ocean waters.

Our Personal Tax Planning Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.


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