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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

  • 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
    Image of a man at a desk looking at a laptop.
  • 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
    american flag in front of government building
  • 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.

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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.