Succession Planning Success with Debbie Taylor
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the 10-person team brought to the national RIA firm is making a big difference for both advisors and clients.
Now under the leadership of Burt White, Carson Group has named Debra Taylor, founder of Taylor Financial, as managing partner and chief tax strategist. The appointment underscores the advisor industry’s ongoing mission to deliver a holistic approach to financial health — one that allows advisors to support clients in ways that go beyond market-driven returns.
On this episode of Ask the Retirement Expert, ThinkAdvisor Senior Reporter John Manganaro speaks with Taylor about the Carson Group acquisition, tax management for advisors and entrepreneurship.
During the episode, Taylor and Manganaro also discuss:
- Takeaways from the big tax law changes in Washington.
- The keys to successful succession planning.
- Working in a multi-generational advisor practice.
- The tax-focused services clients increasingly expect and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.