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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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1 min read
Where angels fear to tread: An essay on tax legislation
Many states are finding that their governments (and voters) aren’t as divided as they are at the federal level. What will this mean going forward?
William W. Henson
Blog July 07, 2017 1 min read
Tax reform proposal vague by design?
William W. Henson
Blog May 02, 2017 1 min read
Trump Administration outlines tax plan
Michael Monaghan
Article April 28, 2017 3 min read
Border tax uncertainty highlights range of possible implications
William W. Henson
Blog April 25, 2017 2 min read

The holistic wealth viewpoint

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12 min read
September 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article September 19, 2017 12 min read
August 2017 Market Perspectives
Jim Baird Wealth Management
Article August 15, 2017 12 min read
Q2 2017 Economic Perspectives
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Jim Baird Wealth Management
Article July 17, 2017 8 min read

Wealth Management news and events

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2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 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
  • WWJ News Radio 950 Feature
    With tax season underway, Karen Cady highlights the 2017 updates.
    Karen Cady Wealth Management
    Article January 25, 2017 1 min read
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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.