Keeping the Tax Man Away -
Tax Planning: Providing Value Without a Doubt
If you file your taxes in the spring and forget about it, you could be missing out. Potential tax law changes in 2025 could have an impact for years to come. It pays to have a plan – especially if you’re nearing retirement or already there.
Click the video to register and watch today.
Video will be available until May 5, 2025.
Click the video to register and watch today.
Video will be available until May 5, 2025.
DEBRA TAYLOR, CPA/PFS™, JD, CDFA® is the Managing Partner and Chief Tax Strategist for Carson Wealth.
Debra’s passion is in educating and empowering women and their families to take control of their future, advising them in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.
Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA, and is often quoted in national publications such as Barrons, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an on-line trade publication for financial planners. She has also hosted a weekly Radio Show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area.
Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis.
Debra lives in Upper Saddle River, NJ with her husband, two dogs and cat. She is also the proud mother of three children. Debra enjoys time with her family, exercising, travel and reading.
Debra’s passion is in educating and empowering women and their families to take control of their future, advising them in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.
Debra has won many industry honors. She has authored hundreds of articles, is the author of a book about industry best practices, lectures on behalf of the AICPA, and is often quoted in national publications such as Barrons, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and is the Director of Practice Management for Horsesmouth, an on-line trade publication for financial planners. She has also hosted a weekly Radio Show “Wealth Matters,” offering financial tips to the New York City/Northern New Jersey Area.
Debra is a Certified Public Accountant and a retired attorney, having graduated from Cornell Law School. Debra is also a Certified Divorce Financial Analyst, having received specialized training in professional divorce analysis.
Debra lives in Upper Saddle River, NJ with her husband, two dogs and cat. She is also the proud mother of three children. Debra enjoys time with her family, exercising, travel and reading.
Resources
Use these resources to help you navigate the complex world of taxes.
Get the key overviews of the presentation as well as some ideas of what to discuss with your Thrivent financial advisor.
Uncover assets that may help you reach your financial goals. This is a great checklist to bring with you to a session with a Thrivent advisor to discuss your unique situation and what next steps you might take.
Understand the impact your tax strategies have on your saving and giving goals. Find articles on progressive tax buckets, Roth conversions, estate tax planning, investing, Social Security taxation, and more.
No products will be sold.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
None of the information contained herein is intended as tax or legal advice. Tax laws are complex and subject to change. Please consult the appropriate professional to see how the laws apply to your situation. For a comprehensive review of your personal situation, always consult with tax or legal advisors.
Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are their own and not necessarily those of Thrivent or its affiliates.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
None of the information contained herein is intended as tax or legal advice. Tax laws are complex and subject to change. Please consult the appropriate professional to see how the laws apply to your situation. For a comprehensive review of your personal situation, always consult with tax or legal advisors.