Published by Taylor Financial Group
Chicago, IL (September 26, 2018) – Debra Taylor, CPA/PFS, JD, CDFA, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 1-day tax workshop in Chicago, Illinois. The workshop gave Debra a platform to coach her peers on The New Tax Act that has recently been passed and help them guide clients to maximize the new tax rules to their advantage. Debra addressed the challenges and opportunities that advisors will be faced with and guide them as how to better serve their clients. But more important, Debra discussed what these tax changes will mean for their client’s future and financial plans.
“I know what some advisors might be thinking – ‘I don’t need a full day of advanced and tedious tax stuff.’ But, this is something different. It isn’t about taxes. It’s about leveraging the new Tax Act for a bigger purpose. It’s about knowing enough about the new Tax Act to advise and make a difference in your client’s lives. And since this is the most far reaching tax legislation since 1986, it is important to step up and master the material.”
Debra will also be presenting the workshop in Dallas, Texas on October 31, in New York City on November 14, and in San Diego, California on November 28.
About Taylor Financial Group
Taylor Financial Group, LLC (TFG) is full service, woman-owned, independent wealth management firm located in Franklin Lakes, New Jersey, which specializes in advising affluent women and their families, high net worth families, and small business owners. TFG has more than twenty years of experience in wealth management and with the help of a diverse tax and legal background, provides unbiased, comprehensive, and custom financial solutions to all of their clients with the help of WealthMatch™, their personal financial planning experience.