Debra Taylor brings decades of tax and wealth planning experience to financial professionals, investors, and families.

Debra Taylor is Managing Partner of Carson Wealth's Franklin Lakes, New Jersey office and Chief Tax Strategist for Carson Group, with nearly 30 years of experience in financial services. She founded Taylor Financial Group and built a high-net-worth wealth management practice before joining Carson Wealth. Her work centers on advanced tax planning, retirement income strategy, estate and legacy planning, and helping clients make tax-aware decisions across their financial lives.

She holds the CPA/PFS™ and CDFA® designations and earned her JD at Cornell Law School. Her combination of tax, legal, and financial planning training gives her a practical lens on complex planning questions and allows her to translate technical material for both professional and client audiences.

Beyond her own practice, Debra is a longtime educator for financial advisors through Holistiplan, Horsesmouth, and Kitces.com, and has also lectured for the AICPA. She has written more than 500 articles and is regularly featured or quoted in Bloomberg, Barron's, The Wall Street Journal, ThinkAdvisor, InvestmentNews, WealthManagement.com, Kitces.com, and other industry publications.

Debra's work also includes a focus on women and wealth, helping women and families navigate major financial transitions such as divorce, widowhood, career change, and inherited wealth. She has written extensively about serving women investors and has been recognized through the Women’s Choice Financial Advisor program and Carson Group’s Women in Wealth Management program.