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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.

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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

  • The five questions to ask before choosing a financial advisor
    Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
    Jeff Watkins Wealth Management Sara Montgomery Wealth Management
    Article September 23, 2020 5 min read
    Woman leaning against a sliding glass door, drinking coffee
  • Estate planning and the 2020 election: Key considerations
    It’s likely that tax policy will top the legislative agenda in 2021, regardless of the outcome of November elections. The next several months may be the best opportunity in a while for estate planning.
    Alicia Cole Wealth Management
    Article September 21, 2020 5 min read
    American flag stars
  • Personal wealth management: Are you confident with your financial plan?
    This exercise was developed to help you reflect on the state of your current financial situation, your investment plan, and your advisory relationship (if applicable).  Take our quick 10-question self-assessment to determine if you feel you’re on the right path.
    Assessment April 3, 2020 1 min read
    Man sitting at a kitchen table, working from home
  • Tax planning: Key 2019 year-end strategies for individuals
    Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, exemptions, and favorable rates in 2019 and beyond.
    Jerry Jonckheere James Minutolo Chad Richard
    Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch
    Business man sitting at a counter with a cup of coffee reading a newspaper

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.


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