Debra Taylor is the managing partner and chief tax strategist of Carson Group and Carson Wealth location in Franklin Lakes, a full-service wealth management firm located in New Jersey.
With nearly three decades of experience as a financial advisor, Taylor is passionate about tax planning for families and is dedicated to educating and empowering women and their families to take control of their financial future. Taylor provides comprehensive advice across all areas of financial planning, including investment management, insurance solutions, complex tax strategies, retirement planning, and estate planning.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
