Contact the Taylor Financial Group office at (201) 891-1130
or contact Evelyn at [email protected]
Debbie is experienced in speaking to industry peers about industry best practices, as well as to investor groups on a multitude of topics including:
Debbie Taylor obtained her B.A. degree in Political Science from Drew University in just three years, graduating magna cum laude and phi beta kappa. She then obtained her law degree three years later from Cornell Law School where she was a member of the Cornell Law Review. She practiced for several years as a CPA and an attorney before founding Taylor Financial Group, LLC with the idea of leveraging her tax and legal background to serve high net worth women and their families. Debbie’s passion is creating optimal tax planning and distribution strategies to enable her clients to save taxes while drawing down their accounts during retirement. Debbie has written over 400 articles and speaks nationally on practice management and taxes in retirement for a variety of industry groups including the AICPA.
Debbie is also the author of a book about industry best practices and is a frequent lecturer at national conferences. She has been featured on Consuelo Mack’s national television show, WealthTrack, and is often quoted in national publications such as Barron’s, Smart Money, The Wall Street Journal, and various trade publications. She is the Director of Practice Management at Horsesmouth, an online trade publication and education service for financial planners.
Debbie presented several times during the year, reaching thousands of advisors. These keynote presentations and workshops focused on tax planning and practice management strategies. In fact, Debbie was a keynote speaker on investment management and tax planning with over 2,500 advisors in attendance for that session.
Debbie also wrote over 75 articles and led several podcasts and webinars on a variety of topics throughout the year for Horsesmouth, the AICPA, Holistiplan, and others.