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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.

Up Next

Tax strategies

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60 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 60 min watch Upcoming
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 60 min watch Upcoming
Senate releases tax reform proposal
George Riddering
Article November 10, 2017 5 min read
The ones to watch: A quick take on new House tax bill provisions
George Riddering
Article November 07, 2017 4 min read

The holistic wealth viewpoint

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1 min read
November 2017 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 November 16, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read
October 2017 Market Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read
Q3 2017 Economic Perspectives
Jim Baird Wealth Management
Article October 13, 2017 1 min read

Wealth Management news and events

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1 min read
Plante Moran Financial Advisors CIO media highlights
Jim Baird Wealth Management
Article October 30, 2017 1 min read
Barron's "Top 100 Independent Advisors for 2017"
Article September 26, 2017 1 min read
Plante Moran Wealth Management Celebrates 40 Years
Cara Mossington Wealth Management
Article September 25, 2017 2 min read

Personal Tax Planning Thought Leadership

  • 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

Areas of Focus

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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.