Media & Insights
Featured in national media and leading financial industry publications
Debra writes, teaches, and is regularly quoted across national financial media and leading trade publications. Her work spans tax strategy, wealth planning, practice management, the business of financial advice, and women and wealth.
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Featured In
Bloomberg
Barron's
The Wall Street Journal
ThinkAdvisor
InvestmentNews
WealthManagement.com
Holistiplan
Horsesmouth
Kitces.com
AICPA
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Published writing
Debra has written more than 500 articles over two decades, covering tax planning, wealth management, practice management, retirement, and client experience. Her work has appeared through Horsesmouth and other financial industry publications.
Selected writing, interviews, and appearances:
Articles by Debra
- Horsesmouth — Climbing the Value Pyramid: How Financial Advisors Can Deepen Client Loyalty and Drive Growth
- Horsesmouth — A 2026 Planning Framework for Senior Clients: 5 Priorities
- Horsesmouth — 8 Practical Planning Opportunities for Business Owners in 2026
- Horsesmouth — 6 Planning Priorities for Working Clients and Families in 2026
- Horsesmouth — 5 Ways to Optimize 2026 Planning for High-Net-Worth Clients
- Horsesmouth — We Chose Women in Transition as a Niche. How to Choose the Right Niche For You.
Quoted & Featured
- InvestmentNews — Advisor recruiting is expanding beyond finance — here's why
- USA Today — What Happens if I Claim Tax Relief Incorrectly? Here's What to Do Now
- MarketWatch — How Much Should Your Financial Adviser Know About Tax Efficiency?
- ThinkAdvisor — How OBBBA Is Making Advisors Rethink Tax Planning
- Barron's — Trump Accounts for Children, 401(k)s and 529s
- Barron's — Barron's 20th Anniversary Women's Summit
Interviews & Podcasts
- Kitces.com — Growing To $500M AUM With An Evergreen HNW Service Calendar
- Kitces.com — Debra Taylor's Carson Wealth "Annual Service Calendar"
- YouTube (Michael Kitces) — Growing To $500M With A HNW Client Service Calendar - Debra Taylor | Financial Advisor Success Ep470
- Swan Global Investments — Investment Masterminds EP 38 | The Role of Tax Planning in Supporting Advisor Alpha
- YouTube (Horsesmouth) — Unlock Tax Planning Success: An Interview with Debra Taylor CPA, PFS, CDFA®, JD
Speaking Video
Speaking reel
Debra Taylor on the 5 tax gotchas
Debra Taylor at Thrivent 2024
Debra Taylor The 5 Myths of Investing
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Speaking gallery
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Speaker sheet
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