Answering Your Tax Questions! (Live in Dallas)

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Karlton Dennis is back on the road — this time in Dallas, Texas, speaking live at the Apex event hosted by Ryan Stewman. With a room full of high-earning mortgage lenders, Karlton breaks down exactly how they (and you) can reduce massive tax bills using real strategies, not shortcuts. From bonus depreciation updates to family foundations and hiring your kids (and grandkids!), this session is packed with value.

In this deep, extended Q&A, Karlton answers real questions from real business owners. You’ll hear game-changing advice on avoiding IRS audits, leveraging real estate for tax benefits, and even how the ultra-wealthy use foundations to keep more of what they earn while staying 100% legal. If you’ve ever wondered how to truly play the tax game like the top 1%, this video delivers.

Whether you’re W-2, 1099, or running your own business, the strategies in this talk can help you pay less, keep more, and grow faster. Stick around to the end to hear Karlton explain how his firm, Tax Alchemy, helps clients implement these plans — and what to do if you’re ready to level up your tax game!

CHAPTERS:
0:00 Intro
1:19 Will Donald Trump Abolish the IRS?
2:46 Will 100% Bonus Depreciation Be Made Retroactive?
3:11 What are the Top Red Flags for an IRS Audit?
4:58 How to Qualify for Real Estate Professional Status (REPS)
6:09 How to Write Off Social Media for Business
6:56 How to Juggle W-2 and Business Income
7:49 Private Family Foundation vs Trust
8:44 Avoiding Taxable Income Using Foundations
10:05 Tax-Deductible Donations to Foundations
12:20 How to Avoid Capital Gains Taxes When Exiting a Business
14:04 Buying Investment Properties on Your Own vs Real Estate Syndication
16:01 Placing Real Estate Into a Private Family Foundation
18:22 Can You Use Your Personal Residence as a Rental?
18:58 Karlton's Career in Taxes
21:23 Real Estate Management Company Case Study
23:23 Can You Put Grandchildren on Payroll?
24:10 Making Connections
25:56 Outro

*Disclaimer: I am not a financial advisor nor am I an attorney. This information is for entertainment purposes only. It is highly recommended that you speak with a tax professional or tax attorney before performing any of the strategies mentioned in this video. Thank you.

#taxstrategy #taxplanning #karltondennis