Tax planning is essential for protecting your wealth. A misstep in following the IRS laws can be costly. At Signet, we work with your accountant to help develop strategies to reduce taxes and implement them into your holistic financial plan. We will also maximize all your assets and help you keep more of your profits (tax location).

Benefits of effective tax planning

Tax planning helps optimize your finances, assets, and liabilities to minimize tax burden in the short and long term and to efficiently transfer wealth to your loved ones and charities.
A reduced tax bill for you
Lower inheritance tax for your heirs
Estate planning flexibility and control
Maximized real returns

Tax-efficient investing

If you’re an investor, it is important to stay on top of the tax code. Investment income is taxed differently from wage income, and with potential legislative tax changes ever looming on the horizon keeping more of your money working for you can be even more challenging.
We take a proactive approach to make your investing tax-savvy and seek opportunities to minimize a tax hit throughout the year. Where a buy-and-hold investing approach is not enough, we design the smartest strategies to legally reduce, defer or eliminate taxes on your capital gains, including making use of tax-loss harvesting and tax-advantaged accounts.

How Signet can help

Signet tax professionals help high-net-worth individuals, families, and business owners to keep taxes low on their income. Our tax planning will incorporate a wide range of areas including state and federal taxes implications, inheritance tax planning, and capital gains.
  • Current tax strategy analysis
  • 401(k) and IRA plan optimization, Roth conversions
  • Tax-efficient gifting and charity
  • Estate tax planning
  • Tax-loss harvesting
  • Tax location

Our approach to tax planning

As your trusted financial advisors, we believe that all the elements of your wealth management plan should work together with maximum tax efficiency. Signet advisors integrate tax-advantaged strategies into your financial plan and provide tax-mitigating guidance throughout the year.
Tax Planning Strategies
We always start with understanding your goals, analyzing your tax situation, and reviewing the laws, exemptions, and benefits that may apply to you.
We consider multiple factors including timing of income, size, timing of purchases, retirement plans types, and discuss decisions that may help gain potential tax benefits and tax deductions.
Throughout the year, we keep abreast of the life-changing events that can affect your tax filing status and adjust your tax strategy to keep it flexible and efficient as your life and needs evolve.


We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.