#USA #Omaha #Carson Group #Taylor Financial Group #Debbie Taylor

Carson Group Unveils Innovative Tax Strategy Program

In a significant move aimed at revolutionizing tax planning services, Carson Group has announced the launch of its latest initiative, Carson Tax Strategy. This new program is set to enhance the capabilities of financial advisors and provide clients with a comprehensive approach to wealth management.

Expanding Tax Planning Services

Carson Tax Strategy represents a major investment in the company's tax planning services. The program is designed to fill a crucial gap in the industry by incorporating tax alpha into holistic wealth management services. Many advisors often overlook the importance of tax efficiency, which is vital for maximizing client portfolios. The demand for integrated, tax-efficient solutions is more significant than ever, and Carson aims to address this need with cutting-edge tools and resources.

Strategic Partnership with Taylor Financial Group

As part of this initiative, Carson Group has formed a strategic partnership with Taylor Financial Group, a well-respected entity in the wealth management sector led by industry expert Debbie Taylor. This acquisition, marking Carson's tenth deal of 2024, brings special expertise into the fold that will strengthen Carson's offering significantly.

Debbie Taylor, a recognized thought leader with over two decades of experience in tax planning, will join Carson Wealth as the Managing Partner and Chief Tax Strategist. Her firm, Taylor Financial Group, has helped numerous clients optimize financial outcomes through strategic tax planning, and its assets under management total $385 million.

Empowering Advisors

With the new tax strategy program, Carson is not just adding to its services; it's redefining how advisors approach their practices. In an era where clients seek more than just standard investment solutions, the ability to offer tailored tax planning becomes paramount. According to Burt White, CEO of Carson Group, “This initiative equips our advisors with expertise in tax strategy, creating opportunities to deepen client engagement and practice growth.”

The holistic approach will help advisors support clients in achieving their financial goals by leveraging diversified strategies beyond conventional market returns.

Holistic Financial Solutions

The Carson Tax Strategy will launch in Q1 2025 and will encompass various tools dealing with complex tax situations. Key elements will include:

• - Distribution Planning: Guiding clients on the most tax-efficient methods to draw from retirement accounts.
• - Retirement Account Optimization: Ensuring clients structure their retirement accounts effectively to minimize tax liabilities.
• - Tax-Loss Harvesting: Helping clients realize losses in investments to offset capital gains taxes.
• - Estate Planning: Incorporating tax strategies within estate plans to optimize legacy wealth transfer.

Debbie Taylor highlighted her excitement to leverage tax strategies for unlocking hidden financial potential for clients, stating, “By leveraging tax planning solutions, advisors can help their clients optimize their financial outcomes.” Her leadership is expected to significantly enhance Carson's service offerings and provide advisors with the necessary tools to succeed in a competitive market.

A Strong Community for Advisors

This partnership not only enriches Carson Group's resources but also fosters a community for advisors. It encourages collaboration among like-minded practitioners to exchange best practices and refine their skills. As the financial landscape evolves, these connections become increasingly valuable.

Carson Group currently manages over $40 billion in assets and serves more than 51,000 client families through its network of over 150 partner offices, including more than 50 locations branded as Carson Wealth. The organization is steadfast in its commitment to equipping financial advisors with the insights and tools necessary for providing exceptional client service.

With the launch of this new tax strategy program, Carson Group reaffirms its mission to deliver unparalleled value, ensuring that financial advisors are prepared to meet the sophisticated needs of their clients in a constantly changing market.