Tax Alchemy
Live with Karlton Dennis, EA.
5 Tax Strategies Your CPA Missed!
For business owners and high earners making $1M+ a year. A live training and Q&A with Karlton Dennis, EA, Sunday, October 18.
DATE
Sunday, October 18
TIME
4:00 PM PT / 6:00 PM CT / 7:00 PM ET
LOCATION
Live on Zoom
A Return Can Be Perfectly Accurate and Still Have Nobody's Fingerprints on It
Pull out last year's tax return and look at it the way a detective would, for evidence that someone was actually here. A real tax plan leaves fingerprints. A QBI deduction that was optimized on purpose instead of left on the software's default. A retirement deduction built for business owners, not just a standard 401(k). Depreciation timed to the purchases you actually made. Wages paid to family members for real work. And sometimes an investment structured with its tax treatment in mind. When a return has none of them, it usually means one thing: it was prepared, not planned.
If you're making $1M+ a year, that gap is rarely small. This Sunday, Karlton walks through all five fingerprints live, tells you plainly who should book a call with our team and how we work with clients, and then stays on to answer your questions and coach some of you right on the screen. Plan to stay for the whole session. It's built so that you leave knowing exactly where you stand.
Join Karlton Dennis, EA, and discover:
How the Qualified Business Income deduction is commonly left on default, and what it takes to claim the amount you're actually entitled to
How Section 179 and bonus depreciation can pull deductions forward on assets you already own or are about to buy
The right way to put family members on payroll so it holds up: real work, reasonable pay, real records
Exactly who should book a strategy call after the session, with the thresholds stated plainly
Why a retirement plan built for business owners can let you set aside far more each year than a standard 401(k) ever could
Where cost segregation, a spouse as real estate professional, and the short-term rental strategy fit if real estate is part of your portfolio
How film financing under IRC 181 works, and the investment risk that comes with it
Why the gap between filing your taxes and planning them is worth more, most years, than almost anything else you could spend an hour learning
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Who This Is For
This session is built for:
Business owners and high earners making $1M+ a year
Founders and executives who suspect they're overpaying and want to know exactly where
Anyone who sold real estate or stock this year and is facing a capital gain
High W-2 earners with restricted stock units
Physicians and practice owners with an S corporation and profit above $500K
Anyone employing family members, or considering it, as part of their business
Meet Your Presenter
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 a Forbes Business Council member with more than 50 published articles.
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 real difference is between what your CPA does today and what a tax strategist would do differently
3. Whether a strategy call with our team makes sense for you, and exactly what to expect if it does
Frequently Asked Questions
Is this actually free?
Yes, attending is free. It's a live training, and at the end Karlton explains how Tax Alchemy works with clients so you can decide whether a call makes sense. The first hour is teaching, and it holds up on its own.
Is this just a sales pitch?
Fair question. Most of the session is real teaching and live questions. It also includes how to work with us, because that's the honest next step for some people. Karlton presents that live, there's no obligation, and he'll tell you plainly who should and shouldn't book a call.
I already have a CPA. Do I still need this?
This session is built for people who already have a CPA and suspect that relationship stops at compliance. These strategies work alongside your CPA, not instead of them. If your CPA has never brought up an owner retirement plan or QBI optimization, this is for you.
Do I need to own a business for these strategies to apply?
Several of them, including family on payroll and Section 179, 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.
Who should book a call afterward?
Business owners and high earners making $1M+ a year, anyone facing a capital gain from selling real estate or stock, anyone with restricted stock units, and physicians with an S corporation and profit above $500K. Not sure? Ask in the live Q&A.
Is this tax or legal advice?
No. This is educational content based on the current tax code. Individual results depend on your specific situation. Nothing shared should be treated as personalized tax, legal, or financial advice.
Seating for this live session is limited.
Reserve Your Spot
Somewhere inside your last return is evidence of whether anyone was planning for you or only filing for you. Sunday, you'll know how to read it, and exactly what to do about what you find. The wealthy don't just ask what their business earns them. They ask what it's quietly costing them at tax time, and they ask before the year closes, not after.