Carson Group has announced its Carson Tax Strategy, an investment in the deepening of its tax planning services, and announced a strategic partnership with Taylor Financial Group.
The acquisition marked the firm's 10th deal of 2024 and is a critical progression in Carson's mission to empower advisers and deliver unparalleled value to clients.
Carson's tax strategy, launching in the first quarter 2025, is designed on the premise that tax alpha is a critical part of comprehensive wealth management that many advisers do not incorporate into their practice today. To address a critical gap in the industry — the growing demand for holistic, tax-efficient wealth management solutions — the innovative program will include tools and resources that integrate with Carson's tech stack and add expertise around complex tax scenarios, such as distribution planning, retirement account optimization, tax-loss harvesting and estate planning.
“We're defining the future of weal