Tax planning when it matters
Plante Moran Wealth Management believes that proactive tax planning is crucial to managing your tax obligations and optimizing your wealth. By the time you file your tax returns, it is too late to find out the implications of your investment decisions, so our Wealth Management Team puts a seasoned and experienced group of tax professionals front and center in building your strategy. This means our Wealth Managers can factor income, trust, and transfer tax considerations into your wealth management plan in advance and help identify strategies that make the most of the opportunities available to you.
Breadth and depth of expertise
Plante Moran’s personal tax practice is solely focused on working with high net worth individuals and families, entrepreneurs, and corporate executives. Our wealth management tax advisors work alongside the client and their advisory teams, but our tax specialists do much more than just tax compliance work. The Plante Moran personal tax team is backed by the resources of a nationally-ranked CPA firm with a robust tax practice spanning national, state, local, and international disciplines so your wealth advisors can bring you fresh, innovative insights and inform you of regulatory changes that will impact your plans and portfolio as they emerge.
One step ahead
Not only do Plante Moran Wealth Management clients receive advice and alerts about situations that may significantly impact their planning efforts, our tax advisors are also able to help identify new opportunities that might not be apparent to someone outside the tax discipline. Working alongside of your Plante Moran estate team, your Plante Moran Financial Advisors investment planning team and other experts, the wealth management tax team can help eliminate surprises and optimize your results.