Debra Taylor Franklin Lakes

Debra Taylor Franklin Lakes Carson Wealth is a woman-led firm providing advanced tax planning and customized wealth strategies in Franklin lakes, NJ and beyond.

We dare to be different because we are different. Nationally Recognized Financial Advisors with Sophisticated Wealth Solutions
Not all financial advisors are the same. Led by nationally recognized tax expert, CPA and retired attorney Debra Taylor, Carson Wealth is a woman-led firm providing advanced tax planning and customized wealth strategies in Franklin lakes, NJ and beyond. None of the informa

tion contained herein is intended as tax or legal advice. Tax laws are complex and subject to change. For a comprehensive review of your personal situation, always consult with a tax or legal advisors. 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. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Financial myths can influence decisions just as much as market conditions.In this clip from our recent "Women & Wealth: ...
08/19/2026

Financial myths can influence decisions just as much as market conditions.

In this clip from our recent "Women & Wealth: Protecting & Growing What You’ve Built" webinar, Debbie Taylor, CPA/PFS™, JD, CDFA®, Managing Partner and Chief Tax Strategist, takes on five common myths surrounding women and investing.

The larger message is an important one: good financial decisions should be based on your goals, your circumstances and a thoughtful plan, not outdated assumptions about how women “should” approach money or investing.

Watch Debbie walk through the five myths and the planning perspective behind them.

▶️ Watch the clip (3:22) on YouTube:** https://youtu.be/K4iZxjQb2x8

Throwback to Debbie's session at the Carson Q3 Summit in Boston earlier this month, where she spoke about something a lo...
08/17/2026

Throwback to Debbie's session at the Carson Q3 Summit in Boston earlier this month, where she spoke about something a lot of our clients quietly deal with: having built real wealth, but feeling stuck when it comes to actually using it.

Selling a business, real estate, or a concentrated stock position often comes with a tax bill big enough to make people put it off for years. Debbie's message: that hesitation usually isn't about the wealth itself, it's about not having a clear plan for the tax side of it.

At our office in Franklin Lakes, that means looking closely at your tax picture and making sure your investments, taxes, and estate plan work together, not separately.

August is National Make-A-Will Month, a good excuse to finally handle something most people keep putting off.If you don'...
08/12/2026

August is National Make-A-Will Month, a good excuse to finally handle something most people keep putting off.

If you don't have a will, or haven't looked at yours in a few years, you're not alone. But here's the thing: without one, the state decides who gets what, who raises your kids, and who settles your affairs. Not a decision anyone else should be making for your family.

Debbie Taylor and our team can help you put a plan in place that actually reflects what you want. Give the office a call this month. We are happy to walk you through it.

🎉 150 Pvolve classes strong!Debbie just hit her 150th Pvolve class💪✨ A great reminder that consistency really does add u...
08/10/2026

🎉 150 Pvolve classes strong!

Debbie just hit her 150th Pvolve class💪✨ A great reminder that consistency really does add up!

Curious why she loves Pvolve? Ask Debbie next time you see her!

Throwing it back to Debbie’s birthday celebration in the Big Apple. Good food, good views, and the best family moments. ...
08/06/2026

Throwing it back to Debbie’s birthday celebration in the Big Apple. Good food, good views, and the best family moments. NYC, you were magic that night. ✨❤️

✨ Jared & Greg took Boston by storm at the Carson Summit. They capped it off with a Fenway classic! ⚾️ The Red Sox lit ...
08/05/2026

✨ Jared & Greg took Boston by storm at the Carson Summit. They capped it off with a Fenway classic! ⚾️ The Red Sox lit up the scoreboard with a 14–2 win over the White Sox. Nothing beats the magic of Fenway Park on a summer night. 🌆🍻

The best way to understand what it is like to work with our Franklin Lakes team is to hear directly from the clients we ...
08/03/2026

The best way to understand what it is like to work with our Franklin Lakes team is to hear directly from the clients we serve.

We are grateful that so many clients have taken the time to share their experiences and describe what thoughtful, personalized financial guidance has meant to them.

Read what they are saying about our Franklin Lakes office:

https://www.google.com/maps/place//@41.0224914,-74.2045516,17z/data=!3m1!4b1!4m3!3m2!1s0x89c2e2a851a7663b:0x3748826edd6fbab3!12e1?entry=ttu&g_ep=EgoyMDI2MDcyNy4wIKXMDSoASAFQAw%3D%3D

Thank you to our clients for the trust you place in our team.

Friday reflection: strong teams are built in the little moments.A quick check-in. A shared idea. Someone stepping in to ...
07/31/2026

Friday reflection: strong teams are built in the little moments.

A quick check-in. A shared idea. Someone stepping in to help. A laugh during a busy day. And, of course, someone remembering to take the screenshot.

Even when we are not all in the same room, our team stays closely connected. We support one another, work through challenges together, and show up fully for the clients and families who rely on us.

Grateful for a team that works hard, laughs often, and always has one another’s back.

Happy Friday from our Franklin Lakes team!

We’re so thankful for our summer intern, Amara. Her hard work and positive attitude made a real difference, especially b...
07/30/2026

We’re so thankful for our summer intern, Amara. Her hard work and positive attitude made a real difference, especially behind the scenes in supporting our client service. She brought smarts and heart to everything she did.

Amara, we’ll miss you and wish you the very best as you head into a new school year. Your future is bright, and we can’t wait to see all you accomplish. 💛✨

Debbie just wrapped up recording an estate planning webinar yesterday for Carson advisors, and one point really stood ou...
07/28/2026

Debbie just wrapped up recording an estate planning webinar yesterday for Carson advisors, and one point really stood out:

An estate plan can be legally sound and still fail operationally.

Digital assets now include far more than cryptocurrency. Email, cloud storage, social media, loyalty programs and online accounts can all become inaccessible without proper planning and clear authority for fiduciaries.

A plan created years ago may no longer reflect today’s tax laws, inherited IRA rules, family circumstances or digital life. Estate planning is not “set it and forget it.”

When was the last time your estate plan received a full review? Start by checking your documents, beneficiary designations, trust funding and digital asset instructions with your financial, tax and legal professionals.

Address

795 Franklin Avenue, Building C Suite 202
Franklin Lakes, NJ
07417

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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