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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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Personal Tax Planning Thought Leadership

  • 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
    Image of a man looking out of large office windows, onto a misty city morning.
  • Five money-saving tips for tax season (plus two bonus tips)
    These five common deductions are easily overlooked but could save you money on your federal tax return this year. Read more at Kiplinger.
    Karen Cady Wealth Management
    Article April 9, 2018 4 min read
    Child with piggy bank
  • Estate planning: Finding opportunity in the new law
    For 2018, the estate, gift, and generation skipping transfer tax exemption amounts will be $11,180,000 per individual, compared with an exemption amount of $5,600,000 per individual under the previous law. What should you do now to take advantage of this opportunity?
    Alicia Cole Wealth Management
    Article March 21, 2018 3 min read
    Opened door with a brass dorr knocker with view of a historic building.

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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.