Debra Taylor

CPA/PFS, JD, CDFA

Director of Practice Management, Horsesmouth
Founder and Lead Tax Advisor, Taylor Financial Group

Events

Free Webinar

3 Keys to Profitable Client Tax Planning

Learn how to think about where tax planning lies in your product service offering, and how it pays off for you and your clients.

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Sean M. Bailey, Horsesmouth Editor in Chief

Tuesday, March 5, 2024 at 4:00 p.m. ET / 1:00 p.m. PT

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;

Chicago, IL: June 6–7, 2024

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Programs

Savvy Tax Planning

Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included.

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About Debbie

Taylor Financial Group

Debra Taylor is the Founder and Lead Tax Advisor at Taylor Financial Group, LLC, a full-service woman-owned financial advising and wealth management firm in Franklin Lakes, NJ. With a diverse background in law, finance, and accounting, she offers a comprehensive range of services, including investment management, insurance solutions, tax planning, retirement planning, and estate planning, with a focus on empowering women, high net worth individuals and their families, and small business owners. Debra maintains close client relationships, oversees portfolio design, and is recognized in the industry through media appearances and contributions to publications like Barron’s, Smart Money, and The Wall Street Journal.

She holds degrees in Political Science and Law and is a Certified Public Accountant, with various securities registrations and insurance licenses, and is also a Certified Divorce Financial Analyst. Debra has won many industry honors and is the author of My Journey to $1 Million: The Systems and Processes to Get You There, a book about industry best practices. Outside of work, Debra is active in her community and enjoys family time, exercise, travel, and reading.

Horsesmouth

Debra Taylor is the Director of Practice Management at Horsesmouth, LLC. She is also a co-creator of the Savvy Tax Planning program and co-leader of the Savvy Tax School for Advisors. Several times a year she delivers her Build a Better Business Workshop for advisors. Debra has written over 300 articles in over two decades of work, and appeared on dozens of podcasts to discuss practice management issues, and taxes and portfolio management.