Contact the Taylor Financial Group office at (201) 891-1130
or contact Jessica Beutel, Client Experience Associate at [email protected]
Debra Taylor, Founder, Wealth Advisor, Lead Tax Planner, CPA/PFS™, JD, CDFA®️
An Impactful Keynote Speaker
Inspire and inform your audience with award-winning insights, customized for your specific needs, from a financial services trailblazer with advanced tax planning expertise.
Keynote Speaker for Industry Events
As a keynote speaker and advanced tax planning professional, Debra Taylor, CPA/PFS™, JD, CDFA®, brings practice management insights and tax planning to your industry event with an approachable and entertaining speaking style. Though she frequently shares her tax planning and wealth management advice to financial professionals, Debra has a knowledge-based confidence that will appeal to all audiences, including audiences not from the industry. Attendees will appreciate the opportunity to learn from a recognized veteran within the tax and financial services space who brings humility and humor to a technical subject.
Speaker for Client Events
Are you looking for a knowledgeable subject matter professional to speak to your clients about retirement planning, tax planning or the unique needs of women investors? Debra Taylor, CPA/PFS™, JD, CDFA® is a seasoned speaker and financial professional whose confident speaking style grabs the attention of clients while entertaining and educating. Clients will leave feeling informed and empowered by her insights.
Presentation Topics
Many of Debra’s presentations can be tailored to industry groups or clients and prospects. She is experienced in speaking to industry peers about industry best practices, as well as to investor groups on a multitude of topics including (but not limited to):
Nine things That Great Firms Do Differently
We Are "Family": 7 Strategies for Intergenerational Wealth Creation
Navigating Tax Law Changes: Staying Ahead in Washington's Evolving Landscape
The Power of Tax Planning: Closing the $5 Million Client
Women and Wealth: The Time is Now
Optimize Distribution Planning for Investors with Large Retirement Accounts
Ten Tax Planning Strategies for the $5-15 Million Client
Tax Planning: Producing Value Without a Doubt
Tax Planning Through Five Stages of Life
Year End Tax Planning: 5 Moves to Make Now (With a Few Surprises)
Don’t see the topic you want presented? Get in touch to request a topic for your event.
Inspiring Keynote Presentations
Debra has the unique ability to capture and keep the attention of audiences with her vast knowledge and expertise coupled with her impressive stage presence.
Advanced Tax Planning
Keeping the Tax Man Away: Building Wealth for You and Your Family.
This presentation focuses on the extensive array of tax planning strategies that can help save clients millions of dollars during their lifetime and better position a family’s wealth for the next generation. As a respected tax expert, Debra is uniquely poised to deliver this message to clients and advisors alike.
Women & Wealth
Women and Wealth: The Time is Now.
This keynote presentation is designed either for financial advisors looking to appeal to women investors, or for women investors who are looking for guidance. Debra reviews the challenges that women investors face, the industry shortcomings, and the best investment and planning strategies for women’s unique needs.
Advisor Audience
How do you EARN Your Fee?
This presentation focuses on quantifying the advisor’s value by discussing communication techniques and service offerings, particularly in financial planning and tax planning. Advisor attendees feel more empowered and able to demonstrate their own value after this presentation, leading to stronger closes with prospects.
High-Net-Worth-Clients
Ten Powerful Planning Techniques for the High Net Worth Client.
This presentation focuses on ten key planning strategies for clients with between $5 – 15 million in assets. Complex techniques are presented in an accessible way that audiences appreciate. This presentation was used with the AICPA and received great reviews.
Featured In
About Debra Taylor, CPA/PFS™️, JD, CDFA®️
Debbie’s extensive contributions to the financial services field are widely recognized and respected industry-wide. A prolific writer, she has authored a book on industry best practices and hundreds of articles. She is a sought-after speaker and lectures for highly respected organizations such as the AICPA, Thrivent Financial, Horsesmouth and Holistiplan.
Her insights are frequently quoted in national publications including Barron’s, The Wall Street Journal, and various trade journals. Debra’s specialty lies in advanced tax planning for clients approaching retirement, managing substantial retirement accounts, and navigating the complexities of legacy planning. Debra also has a passion for serving women, who coincidentally often have complex tax planning needs and legacy concerns.
Request Debra For Your Event
Are you interested in having Debra Taylor speak at your event? Fill out this form to let us know the details and we’ll be in touch!
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Media Inquiries
Are you searching for a subject matter expert within the financial services industry to interview for a press piece? Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst, Founder, Wealth Advisor and Lead Tax Planner is available for interviews and other media inquiries on all financial topics.