Taxes

• Tax Planning
  Global supply chain disruption, digital transformation, and changing consumer purchasing preferences require you to evolve your strategy and business model. Whether you want help strategizing state and local tax planning to reduce your tax burden, evaluating new revenue streams, or assessing your technology to meet consumer demands and drive efficiencies, we’ll help your retail dealership prosper.
• Charitable Giving
  Coordination of income tax, charitable giving, and investment strategies, including helping investment advisors optimize portfolio tax efficiency.
• Estate Taxes
• Tax Services
  In addition to tax services, Plante Moran also consulted with us on a significant operational investment for one of our largest U.S. metal plants. They assisted us with financial modeling, overhauling our coating and finishing lines, and increasing our return on investment.
• Tax Deductions
  Cost segregation can identify substantial tax-savings opportunities for taxpayers that have constructed, purchased, or renovated a facility. The process combines engineering, construction, and tax expertise to maximize tax deductions for prior and current real estate investments. With the changes from the Tax Cuts and Jobs Act around the applicability of bonus depreciation and Section 179 deductions, we’ll make sure you’re taking full advantage of the tax code.
• Income Tax
  Our tax controversy group is built on experience and led by a team with expertise in the most complex tax controversy areas, like mergers and acquisitions and other business transactions, the Employee Retention Credit (ERC), R&D credits, and state and local income tax issues. Tax audits can be complex, lengthy, and expensive. Modern tax audits involve many strategic considerations, so hiring a skilled tax controversy expert early on in your audit can significantly improve your chances of a positive result. We will collaborate to work efficiently toward the best result in your tax controversy matter.

Investment

• Investment Management
  In the words of Brian Schultz, leader of our personal tax practice, “When we integrate tax strategy with portfolio management, we can help clients enhance after-tax returns and grow their personal balance sheet. Helping clients achieve their definition of financial success is our ultimate goal.”
• Wealth Management
  As audit, tax, consulting, and wealth management professionals, we’re comfortable around numbers — but we also see the people and the story behind them. Our clients count on us to bring this perspective to all that we do. When we collaborate with your team, share our expertise, and generate creative ideas, we deliver the personal approach you deserve from a professional advisor.

Accounting

• Accounting Services
  Our audit and accounting services consultants help you assess how you collect, record, organize, and report your financial information to ensure it offers a holistic view of your business. You benefit from the deep industry knowledge our financial support services team, including accountants and auditors, bring to your projects.
• Payroll Services

Planning

• Financial Planning
  Do you need short-term support or interim accounting staff? We’ll help with financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, and budgeting. We can also help with interim staffing support, whether you need an accountant, analyst, controller, or CFO.
• Retirement Planning
  Defined benefit pensions have been in long-term decline, with many organizations closing plans to new employees, freezing accruals entirely, or terminating the plan and giving participants the choice of a lump-sum payment or a set annuity. Our experts will help you select the right settlement while implementing a plan that avoids unnecessary fees and honors your organization’s goals.
• Asset Management
  Low-income housing tax credits (LIHTC) are one of the most effective financing tools for creating quality, affordable housing. Negotiating the maze of evolving LIHTC program requirements, IRS rules, and the ever-changing demands of investors, lenders, and other stakeholders is critical to your success, and you can depend on us to offer guidance and assistance throughout the life cycle of your project. Our key services include project feasibility analysis, application assistance and review, term sheet and investment proposal analysis, financial projections, LIHTC cost certifications, asset management and workout assistance, exit analysis, and ongoing audit and tax compliance.
• Gifting Strategies
  As part of our collaborative approach, we bring a broad range of individual tax planning services to the table, including projections of current tax liabilities, cash flow needs, tax implications of investments, and estate planning and gifting strategies.
• Asset Protection
  Creation and funding of trusts to improve asset protection, minimize estate and generation-skipping tax (GST) exposure, and achieve family legacy goals.