--- title: 3 Keys to Profitable Client Tax Planning --- [Skip to content](https://hmlanding.horsesmouth.com/3-keys-to-profitable-client-tax-planning-11-19-26#main-content) ![Horsesmouth Logo](https://hmlanding.horsesmouth.com/hubfs/horsesmouth-public-logo.svg) Open main navigation Close main navigation ![stp-banner](https://hmlanding.horsesmouth.com/hs-fs/hubfs/Logos/stp-banner.png?width=291&height=89&name=stp-banner.png "stp-banner") ## Register Below to Join this Free Webinar! ## 3 Keys to Profitable Client Tax Planning ## Thursday, November 19 at 4:00 PM ET/1:00 PM PT [Register Now for this Free Webinar!](https://hmlanding.horsesmouth.com/3-keys-to-profitable-client-tax-planning-11-19-26#signup) Join Savvy Tax Planning program expert Debra Taylor, CPA/PFS, JD, CDFA, for this eye-opening webinar. Among the topics we’ll cover: - Key reasons advisors overlook tax planning and why this is a dangerous mistake - How and why to discuss retirement taxes BEFORE your clients are even close to retirement - Why Social Security, Medicare, and IRAs must be managed for tax efficiency whenever possible - What’s entailed in developing robust “retirement tax strategy” for clients - How to think about where tax planning lies in your product service offering and how it pays off for you and your clients Presenter: Debra Taylor: Debbie Taylor is Horsesmouth’s Director of Practice Management and Chief Tax Strategist and Managing Partner with Carson Wealth Management. She was the principal and founder of Taylor Financial Group, LLC, a fullservice wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many disciplines including legal and public accounting. She is the co-creator of Horsesmouth’s Savvy Tax Planning program and is often quoted in national publications. ![Debbie-Taylor-100x130](https://hmlanding.horsesmouth.com/hs-fs/hubfs/Debbie-Taylor-100x130.jpg?width=100&height=130&name=Debbie-Taylor-100x130.jpg "Debbie-Taylor-100x130") **FOR INSTANT SERVICE: Call 1-888-336-6884 ext. 1** [facebook-f icon](https://www.facebook.com/pages/Horsesmouth/189722531070643) [linkedin-in icon](https://www.linkedin.com/company/horsesmouth) --- 230 Park Avenue, 3rd Floor West, New York, NY 10169 Copyright © 2026, Horsesmouth