Tax Alchemy
Live with Karlton Dennis, EA.
5 Tax Strategies Your CPA Missed
Live with Karlton Dennis, EA. Your CPA is very good at one job, filing an accurate return. That is not the same job as building you a tax strategy, and the gap between the two is costing high earners like you real money, every single year.
DATE
Thursday, September 10
TIME
4:00 PM PT / 6:00 PM CT / 7:00 PM ET
LOCATION
Live on Zoom
Your Return Is Accurate. That Was Never the Point.
Here's a question worth sitting with for a second: when was the last time your CPA called you, not in April, any time of year, to tell you about a strategy you weren't using? If the honest answer is "never," that's not a reflection on you, and it's probably not even a reflection on them. Most CPAs are trained, licensed, and compensated to do one thing extremely well: prepare a compliant return based on what already happened. Nobody pays them to look forward. Nobody pays them to restructure anything before the fact.
That distinction is quiet, and it's expensive. High earners routinely leave five and six figures on the table every year, not because a strategy doesn't exist, but because the person filing their return was never the person designed to find it. This session exists to hand you five of those strategies directly, the ones a compliance-only CPA relationship almost never surfaces on its own.
Join Karlton Dennis, EA, and discover:
How the Qualified Business Income deduction is commonly left underoptimized, and what it takes to capture the full amount you're actually entitled to
How Section 179 and bonus depreciation can be used to accelerate write-offs on the assets your business already owns or is about to buy
How Film Financing under IRC 181 works as a legitimate, code-sanctioned strategy most high earners have never heard of, let alone used
The specific difference between a CPA relationship and a tax strategist relationship, and how to tell, honestly, which one you currently have
Why a Cash Balance Plan can let high-income business owners shelter far more income annually than a standard 401(k) ever could
The right way to bring family members onto payroll so income legally shifts into lower tax brackets without leaving the family
Where cost segregation, spouse-as-real-estate-professional status, and the short-term rental strategy fit in if real estate is any part of your portfolio
Live Q&A
Secure Your Seat
No credit card required. 100% free. Takes 30 seconds to register
We respect your privacy. No spam, ever. Instant confirmation sent to your inbox upon registration
Who This Is For
This session is built for:
High-income earners currently working with a CPA for tax preparation only
Founders and executives who suspect they're overpaying but don't know exactly where
Physicians, attorneys, consultants, and other high-earning professionals taxed primarily through W-2 or 1099 income
Business owners who've never had a proactive tax strategy conversation outside of filing season
Anyone employing family members, or considering it, as part of their business
Real estate owners who want to know how cost segregation and STR strategy interact with everything else on this list
YOUR HOST
Karlton Dennis, EA
Karlton Dennis is an Enrolled Agent, business owner, and the founder of Tax Alchemy, a tax strategy firm built for high earners who've outgrown what a compliance-only CPA relationship can offer. Karlton has spent his career teaching business owners and high-income professionals how to legally restructure their tax bills using strategies most preparers never raise. His work has reached more than 70 million people online, and he's been featured in Forbes for his approach to proactive tax planning.
What You'll Walk Away With
By the end of this session, you should have a clear answer to three questions:
1. Which of these five strategies plausibly apply to your income, your business, or your portfolio right now
2. What the actual difference is between what your CPA does today and what a tax strategist would do differently
3. What to ask at your next tax conversation, before the return is filed, not after
Frequently Asked Questions
Is this actually free?
Yes. This is a live training, not a disguised sales pitch. If further help makes sense afterward, that option will be there, but the training holds up on its own.
I already have a CPA. Do I still need this?
This session is built specifically for people who already have a CPA and suspect that relationship stops at compliance. If your CPA has never brought up a cash balance plan or QBI optimization, this is for you.
Do I need to own a business for these strategies to apply?
Several of them, including hiring family members and Section 179, do require business income. Others, like cost segregation and the short-term rental strategy, apply if you own real estate. Karlton will note which strategies require what.
Seating for this live session is limited.
Reserve Your Spot
Two high earners can have nearly identical incomes and end up with completely different tax bills. Not because one of them makes more, and not because one of them is doing anything wrong. Because one of them has a CPA, and the other has a CPA and a strategy. Thursday is about closing that gap before it costs you another year.