Transactional Tax Planning

An objective team delivering more ideas and better solutions

Are you looking for innovative and creative tax saving solutions for your business and personal transactions?   Our transactional tax planning services group offers creative and sophisticated tax planning that assures your transaction will be structured to achieve optimum results.


We offer answers to a broad range of business and personal tax structuring issues. Our tax professionals constantly strive to exceed your expectations by providing cutting edge answers while maintaining a common-sense approach. 

  • Advanced Ruling Requests and IRS Audits 
  • Corporate Stock and Asset Sales
  • Estate Planning 
  • Mergers, Acquisitions and Reorganizations 
  • Partnership and LLC Planning 
  • Planning for Day-to-Day Corporate Transactions 
  • Real Property Planning and Strategies 
  • Succession Planning and Key Employee Retention
Profile Image
Steve Armstrong
JD, LLM 
Estate Planning 
616.975.4100 
Full biography
Profile Image
Matt Grigsby
CPA, MST 
Cost Segregation 
231.946.8756
Full biography
Profile Image
Gerald Wernette
CPA, CEBS, AIFA® 
Retirement Plans 
248.579.1163
Full biography