Practice Strategic Giving
Choose Your Path
Give more, and get income for life from a trust that defers your tax. Pick the path that fits where you are right now.
Fastest to Results
Talk to a Strategist
30 minutes with Terrence or BiG Al. We'll run your actual numbers and tell you straight what makes sense for your situation.
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Next available: usually within 48 hours
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Read the Strategic Giving Playbook
The complete guide with strategies, examples, and plain English explanations.
Read the Guide →
10-minute read
Two Enrolled Agents, one system, every move tied to the law
Every move in your plan names the section of the Internal Revenue Code behind it and the form it lands on. Your CPA can file it, and you can check it.
Terrence O. Taylor, EA, MBA (Harvard Business School) & Al Darnell, Jr (BiG Al), EA, MBA · Enrolled Agents, the highest credential the IRS awards, with unlimited rights to represent taxpayers before the IRS