Year-End Tax Strategy Planning with My Clients Live

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From Phoenix to Houston in 24 hours: come behind the scenes as Karlton Dennis takes the stage at the Alternative Asset Summit alongside Mat Sorensen, Pace Morby, and Mark J. Kohler, then flies to Texas to tour turnkey rentals with clients.

See how investors use strategies like cost segregation, accelerated depreciation, and material participation to legally reduce taxes while building cash-flowing portfolios.

On the ground in Houston, you’ll walk new-build properties, learn why high building value matters for bonus depreciation, and hear real client conversations about grouping elections and the “seven-days-or-less” short-term rental rule. You’ll also catch Karlton’s mindset on planning years ahead, sales training, and leading a 900-client community.

Subscribe for more tax strategy and real estate field trips, and drop your questions in the comments!

CHAPTERS:
0:00 Intro
2:46 Alt Asset Summit - Phoenix
12:06 Flying to Houston
12:30 Taco Side Quest
13:40 Morning Workout
14:30 Touring Investment Properties - Houston
24:48 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.

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Видео Year-End Tax Strategy Planning with My Clients Live канала Karlton Dennis