Register Below to Join this Free Webinar!
3 Keys to Profitable Client Tax Planning
Wednesday, November 6 at 1:00 PM ET/10:00 AM PT
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
Presenters:
Debra Taylor:
Debbie Taylor is 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.
Sean Bailey:
Sean M. Bailey, editor in chief of Horsesmouth, has been giving webinars since 1999. He has interviewed and worked with hundreds of advisors about “what’s working now” in growing their businesses.
