– Virtual Savvy Tax Planning School—January 23 & 24 and then 30 & 31, 2025.

– (Sessions will be recorded and replays will be available for 90 days)

Master the 2025 Tax Landscape! Elevate Your Expertise, Maximize Client Savings, and Navigate the Shifting Tax Environment…

Join us for a comprehensive four-day virtual training (over two weeks) led by industry expert Debra Taylor, CPA/PFS, JD, CDFA.

Enhance your tax planning skills and prepare for evolving tax laws, including potential changes as the Tax Cuts and Jobs Act (TCJA) expiration approaches in 2025.

The program will teach you to:

• Add a tax focus to your client service offerings, boosting investment returns and extending portfolio longevity
• Navigate complex tax scenarios, including strategies to address potential TCJA expiration impacts
• Guide retirees around hidden taxes and penalties in Social Security, Medicare, and IRAs
• Educate clients on how current and future tax laws may impact their retirement
• Position yourself as the go-to tax-smart advisor in your market
• Implement year-round tax planning services to enhance client satisfaction and retention

You'll be better positioned to help your clients avoid costly mistakes, minimize tax surprises, and boost their overall satisfaction of your services.

Advisors are facing a once-in-a-generation opportunity to demonstrate knowledge, expertise, and leadership. At this workshop you'll get the skills to maximize that.

• Yes, please sign me up for the four-day virtual intensive Savvy Tax Planning School for Financial Advisors at the early-bird rate of $1,597. I want to save my clients money on taxes in retirement and learn how to add tax planning to my list of services. Savvy Tax Planning membership is required for this training program. If you’re not a member of Savvy Tax Planning, a membership will be added to your order for the discount price of $597. Total price is $2,194 plus tax and shipping.
  
  *Please note attendees who sign up after January 9 will have access to digital versions of the classroom material. Your hard copy materials may not arrive until after the workshop begins.

How Does a Virtual Workshop Work?

• The workshop will be live-streamed and accessible from your computer/tablet
• Attendees will be able to ask questions and interact throughout the presentation
• Sessions will be recorded and replays will be available for 90 days
• Workshop materials will be shipped to you
• Holders of the CFP designation will qualify for CE credits (Note: To obtain credit you must either attend all the sessions live or take an assessment after viewing the replays.)

Instructional Material

You will receive a classroom guide and other related handouts and slides to use when you return home to work with clients, prospects, and strategic allies. This will be shipped to you. Be sure to checking your shipping address to ensure it is correct.

All sessions will be recorded and available to you on-demand for 90 days.

If you’re new to this topic, you’ll also receive a full year membership to the Savvy Tax Planning program, including all program materials such as client handouts, two FINRA-reviewed PowerPoint presentations, reference guides, a private website, and monthly newsletters.

CE Credit

Holders of the CFP designation will qualify for 12.5 CE credits. (Note: In order to receive credit you must attend the sessions live or take an assessment after watching the video replays.)

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s Executive Coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key takeaways from the workshop, your key goals and a plan to guide you in your next steps ($299 value).

Presenter:

Debra Taylor, CPA/PFS, JD, CDFA

Your workshop will be co-led by Debra Taylor, CPA/PFS, JD, CDFA. Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra's education and career has spanned many fields including legal and public accounting.

From 2007-2016, Debbie was named to the Chairman's Club of LPL Financial, a distinction bestowed on only the top 6% of LPL's more than 14,000 advisors.

In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to 1 Million: The Systems and Processes That Will Get You There , Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, and The Wall Street Journal. She has led a robust schedule of consumer financial education workshops for many years and also regularly presents to financial advisors at national conferences.

Cancellation and Refund Policy

Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit for 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. the event without penalty.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll-Free:1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)