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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
5 min read
How tax reform may affect the value of your company: It’s complicated

Middle-market companies are concerned about how the new tax reform legislation may affect valuations. Here is a summary of the changes that will have the biggest impact.

Richard L. Lies, III
Article March 19, 2018 5 min read
Tax reform implications for M&A transactions
Michael Monaghan
Article March 19, 2018 6 min read
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 07, 2017 63 min watch
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 62 min watch

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
March 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
Blog April 09, 2018 1 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Working with a professional trustee: Six myths busted
Anthony Belloli Wealth Management
Article February 28, 2018 5 min read

Wealth Management news and events

Wealth Management News and Events image
1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 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

Personal Tax Planning Thought Leadership

  • 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.
  • 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.