Debra Taylor of Taylor Financial Group Teaches a Three-Day Workshop on Taxes and Best Practices

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas.

The workshop gave Debra a platform to offer guidance and professional insights to her peers on the new tax laws and how they affect clients. Debra also addressed building a sustainable firm, building better digital DNA and making financial planning the cornerstone of a practice. In addition, Debra addressed how to improve client interaction skills based on best practices across the financial services industry.

 

“Educating my fellow peers is extraordinarily rewarding, especially when I am confident that I am making a difference for my colleagues and their clients. Sharing my insights on how to run a top notch, how to navigate the new Tax Act and tips on how to enhance the client experience is priceless to my peers and their clients.”

Debra will also be presenting the tax workshop in New York City on November 14.

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.

 

Please visit our Events page on our website at www.taylorfinancialgroup.com/about/events/ for a complete list of future events.

 

Visit our About Us page on our website at www.taylorfinancialgroup.com/about/ to learn more about Taylor Financial Group, LLC.

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Debra Taylor Named Five Star Award Winner

Debra Taylor was named a Five Star award winner for 2023 in September 2022. By earning this honor, Debra has shown an outstanding commitment to clients.

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
1 2 3 15 16 17

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation