Investment Masterminds

– Episode 38  –

“The Role of Tax Planning in Supporting Advisor Alpha”

Guests: Debra Taylor, Founder, Taylor Financial Group

Not only is Debra Taylor one of the most successful financial advisors in the industry, she also has a passion for helping others through her consulting series.


Join Debra on Investment Masterminds for this complimentary session on the topic of Tax Planning for high-net-worth clients.


About our Speaker:


 Along with numerous Industry Awards, Debra has also been featured on Consuelo Mack’s national television show, WealthTrack.  She is the author of a book about industry best practices, and is often quoted in national publications such as Barrons, Smart Money, The Wall Street Journal, and various trade publications. She is a frequent lecturer at national conferences and a contributor to Horsesmouth, an online trade publication for financial planners.  She also hosts a weekly Radio Show, offering financial tips to the New York City/Northern New Jersey Area

Swan Resources & Education

Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.