Tax Planning: Drive measurable growth, deepen client relationships.

Carson Tax Planning is backed by an experienced, advisor-led team that functions as a seamless extension of yours.

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We provide the tools, training, and support to make tax planning your primary growth engine.

Tax planning remains one of the most underutilized opportunities in wealth management—despite being one of the most requested by clients.

Carson helps you close the gap.

Our guidance and technology empower you to uncover tax planning opportunities and turn them into a repeatable source of growth—attracting high-value clients and strengthening the relationships you already have.

Tax Solutions from Our Highly Experienced Team

Carson advanced tax planning strategies will set your firm apart. Led by industry pioneer Debbie Taylor, CPA/PFS™, JD, CDFA®, Managing Partner and Chief Tax Strategist, our team and advanced tech will identify tax planning opportunities that can help your clients build wealth, earning you lifelong relationships and new high-value clients.

The major growth I’ve experienced in the last couple of years has been through tax planning and utilizing Carson Tax.
— Alana Macy, Partner, Wealth Advisor at Bloom Wealth Advisors

There’s a Reason Carson Advisors Grow at 2.1x the Industry Average*

Retain Stronger Relationships

Secure multiple high-value prospects within your first year.

Accelerate Growth

Grow by 500 basis points more each year.†

Scale Your AUM

Win 55% more net new client assets.†

Attract Larger Prospects

Build relationships with 30% larger client households.†

Reduce Tax Burden

Save clients between $500K-2M in taxes over their lifetime.†

Show Tangible Results

Prove your value to clients in real dollar figures.

* Estimate based on a 2023 Fidelity Investments RIA Benchmarking Study measuring industry average organic growth of assets under management “AUM” (excluding market appreciation and M&A) compared to Carson’s internal analysis of average partner organic AUM growth. 2.1x is the total difference after three years of growth calculated using annual organic AUM growth data from each study over the same period (2020-2022) with the same methodology and compounding effect applied.

† Estimates based on Carson internal analysis of Tax Focused partners. Identification of Tax Focused partners is based on advisor attendance of Tax Webinars. Growth is net new advisory assets that arrived in Q1 and Q2 of 2025 displayed as a percentage of previous end of year advisory assets. AUM is advisory assets as of June 30th, 2025. New Households are those that joined during Q1 and Q2 of 2025.