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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 over 90 years of planning, preparing, and providing solutions, our experienced group of tax professionals can help manage your taxes, eliminate surprises, and optimize results.

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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Tax strategies

Effective tax strategies today and tomorrow image
63 min watch
Finding the right balance: Year-end tax planning for businesses
Wondering how the potential for changes in tax law could affect year-end tax planning for your business? Join our tax experts for this webinar as they point you in the right direction.
Ryan Defer
Webinar December 07, 2017 63 min watch

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
January 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article January 17, 2018 1 min read
Q4 2017 Economic Perspectives
Jim Baird Wealth Management
Article January 17, 2018 1 min read
December 2017 Market Perspectives
Jim Baird Wealth Management
Article December 19, 2017 1 min read
645 Election gives trustees and executors more flexibility.
Katie Szymanski Wealth Management
Article November 28, 2017 4 min read

Wealth Management news and events

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1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read
Plante Moran Wealth Management media highlights
Cara Mossington Wealth Management
Article January 23, 2018 1 min read
Plante Moran Wealth Management media highlights.
Cara Mossington Wealth Management
Article November 28, 2017 1 min read
Wealth Management hosts successful Family Financial Summit.
Cara Mossington Wealth Management
Article November 21, 2017 1 min read

Personal Tax Planning Thought Leadership

  • Tax reform considerations for individuals
    When it comes to tax reform, what should you focus on, personally? Watch this video to find out.
    Kurt Piwko Stephen Eckert
    Video February 06, 2018 5 min watch
    Tax reform for individuals
  • Tax reform: Planning opportunities for individuals
    This legislation is heading toward passage, and individuals should consider several individual tax planning opportunities in the short window before year-end. In this podcast, our national tax experts discuss key provisions and steps.
    Stephen Eckert Kurt Piwko
    Podcast December 19, 2017 6 min listen
    Personal Tax Podcast image
  • The Trump Agenda after the first 100 days
    While it is an arbitrary measuring stick, the first 100 days of a Presidential administration has often been viewed as an early gauge of the potential effectiveness and priorities of that administration.
    Jim Baird Wealth Management
    Article May 01, 2017 5 min read
    Image of person holding two american flags

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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.