Brian Schultz is a Tax Partner and Group Tax Leader specializing in Family Office Services at Plante Moran, where they have worked since 2016. They help ultra-high-net-worth clients maximize the after-tax value of their balance sheets through comprehensive income, estate, and gift tax planning. Prior to this, Brian held roles as a Senior Tax Manager and Tax Planning Specialist, having begun their career as a Staff Accountant. Brian is also an active member of the AICPA and MICPA, and has been featured in Barron’s and The Wall Street Journal, showcasing their expertise in tax planning. Currently, they pursue their education at Northwood University.
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