For high-net-worth families
Turn the taxes you save into wealth you keep.
Saving on taxes is step one. Taylored WealthCare shows you where to put those savings so they keep working, year after year.
We help you build Equity Centers™: assets you own, like real estate and a business, that can grow in value, may create deductions where the law allows, and give you something to borrow against. Plow your tax savings into them each year. Results depend on the asset, the market and your situation.
How it works
Three steps, repeated every year
- Find the savings. Start with a tax strategy from Taylored Tax, our sister brand, to find what you can legally stop paying.
- Build Equity Centers. Put those savings into assets that can grow, may create deductions where the law allows, and give you borrowing power.
- Cycle. Borrow against what you’ve built to fund the next Equity Center, then repeat. That’s Equity Cycling™, developed by BiG Al.
The honest tradeoffs. Borrowing costs interest, often at a variable rate. Leverage magnifies losses, and a price drop can force a sale at the worst time. Borrowing lets you skip a sale, not the tax on your gain: sell later, or get forced to sell by a lender, and that tax comes due. With one concentrated stock, borrowing adds risk to a position that’s already risky.
Start where you are
Which one is you?
The One-Stock Fortune
Is your wealth concentrated in one stock? Ways to spread the risk and plan the tax.
Find out how →Not sure? Book a call and we’ll point you to the right first step.
Who’s behind it
Al (BiG Al) Darnell, Jr., EA, MBA & Terrence O. Taylor, EA, MBA
BiG Al developed Equity Cycling. Terrence paid more than $1.8 million in taxes between 2016 and 2021. That bill is why he became an Enrolled Agent. Together they bring more than 20 years in tax and financial services. Both are Enrolled Agents, enrolled to represent taxpayers before the Internal Revenue Service. Meet the founders →
Next step
Where should your tax savings go?
Book a call. We’ll look at what you save and what each Equity Center option means for your taxes.