Debra Taylor

In this insightful discussion, tax planning expert Debra Taylor highlights the importance of structured service calendars and proactive client communication. She shares five essential steps for effective tax planning, along with 20 key strategies that can significantly benefit clients financially. Debra also introduces diagnostic software that financial advisors can utilize to enhance their planning efforts. With a focus on personalized approaches, she emphasizes the impact of comprehensive tax planning on clients’ wealth, making it a must-listen for finance professionals.