Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️
Financial ServicesNew Jersey, United States2-10 Employees
Debra Taylor Managing Partner and Chief Tax Strategist CPA/PFS™️, JD, CDFA®️ We use our diverse tax and legal background to provide portfolio management integrated with your tax, financial, and estate plans. And when you really think about it, taxes could be your highest expense in retirement. OUR SPECIALIZATIONS Tax Planning: Our proactive tax planning will be different from anything else that you have experienced. In fact, we practically wrote the book on how to deliver these services. We provide ongoing tax planning throughout the year, projecting out your lifetime taxes, and creating strategies for minimizing your tax obligation for years to come while maximizing portfolio values. Estate Planning: We work in tandem with estate planning counsel to ensure your estate plan is appropriate and coordinated with your tax and financial plan. Our deep tax knowledge and customized financial planning augment your estate plan to limit taxes, and ensure that your assets get to the right people. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness. Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
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