Register Below to Join this Free Webinar!
3 Keys to Profitable Client Tax Planning
Thursday, August 6 at 4:00 PM ET/1:00 PM 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 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.
