Director of Practice Management, Horsesmouth
Chief Tax Strategist and Managing Partner with Carson Wealth
Workshop
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, Carson Wealth
Virtual Workshop: July 31, August 7, 14, and 21, 2025
Learn More
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.
Learn More
Debra Taylor, an industry leader and sought-after speaker with 30 years of experience, is Chief Tax Strategist and Managing Partner with Carson Wealth. She was the principal and founder of Taylor Financial Group, LLC, a 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.
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.