Carson Group’s 2024 acquisition of Taylor Monetary, which on the time managed $385 million in belongings, may not have been its largest deal, however the specialised tax planning capabilities that the 10-person crew delivered to the nationwide RIA agency is making a giant distinction for each advisors and purchasers.
Now underneath the management of Burt White, Carson Group has named Debra Taylor, founding father of Taylor Monetary, as managing accomplice and chief tax strategist. The appointment underscores the advisor trade’s ongoing mission to ship a holistic method to monetary well being — one that enables advisors to assist purchasers in ways in which transcend market-driven returns.
On this episode of Ask the Retirement Skilled, ThinkAdvisor Senior Reporter John Manganaro speaks with Taylor in regards to the Carson Group acquisition, tax administration for advisors and entrepreneurship.
Throughout the episode, Taylor and Manganaro additionally focus on:
– Takeaways from the large tax legislation modifications in Washington.
– The keys to profitable succession planning.
– Working in a multi-generational advisor follow.
– The tax-focused providers purchasers more and more count on and extra.
To hearken to further podcasts inside the Ask the Retirement Skilled collection, click on right here.
