There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients.

Tax planning does all three.

In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares her journey from a reluctant CPA to a sought-after wealth manager, emphasizing the growing importance of incorporating tax planning into wealth management. 

Listen in as they discuss the factors driving the increased focus on taxes, the challenges advisors face, and the tools and strategies needed to thrive in the new landscape.

Talking points include: 

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• Debra’s inspiring story from growing up in a CPA family to becoming a prominent wealth manager
  
• Current tax challenges and client concerns (making tax planning critical!)
  
• What you need to know about ‘tax chaos’ and reasons advisors must be vigilant and proactive
  
• Practical steps for advisors transitioning to tax planning
  
• Key opportunities for additional client value through tax reviews
  
• What advisors should have on their radar in 2024, in addition to tax planning
  
• And more!
  

Resources:

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• Winning at the Intersection of Annuities and Wealth Management
  
• Hollistaplan
  
• Horses Mouth
  
• IMDB: The Six Million Dollar Man
  

Connect with Debra Taylor:

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• Taylor Financial Group
  
• LinkedIn: Debra Taylor
  

 Connect with Jack Martin:

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• LinkedIn: Jack Martin 
  
• InsurMark
  
• Contact Form
  

About Our Guest:

Debra Taylor, CPA, PFS, CDFA®, JD, is the Founder, Wealth Advisor, and Lead Tax Planner of Taylor Financial Group, LLC, a full-service, woman-owned wealth management firm located in Franklin Lakes, NJ.

Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.

Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA, and is often quoted in national publications such as Barrons, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an online trade publication for financial planners. She has also hosted a weekly Radio Show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area.

Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis. Debra holds her Series 6, 7, 24, 63, and 72 securities registrations as well as her Life and Health Insurance licenses in the State of New Jersey.

Debra lives in Upper Saddle River, NJ with her husband, dog, and cat. She is also the proud mother of three children. Debra enjoys time with her family, exercising, traveling, and reading.