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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.

We specialize in

Personal Tax Planning Thought Leadership

  • What does a new administration mean for your estate plan?

    With a new administration in place in Washington, potential changes to the estate and gift tax exemption could have significant estate planning implications for wealthy families. Here’s why you should review your plan now.

    Alicia Cole Wealth Management
    Article February 1, 2021 3 min read
    View of the United States Capitol building at dawn with the sun setting.
  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • It’s complicated: 2020 election impact on year-end estate tax reduction planning
    Uncertainty about the control of the U.S. Senate is complicating 2020 year-end tax planning decisions for individuals who may have a taxable estate. Weigh these factors as you consider gifting and other estate tax planning strategies.
    Dawn Jinsky Wealth Management Dino Giannobile
    Article December 22, 2020 4 min read
    Adult on device in backyard
  • Year-end charitable giving: Tips for smarter gifting
    Are you planning to make charitable gifts before year-end? Before you give, take a few simple steps to make sure you and those you support get the most out of your contributions.
    Sara Montgomery Wealth Management
    Article December 17, 2020 4 min read
    Man and woman sitting at a table on a laptop

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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