Good morning, Karlton 👋
Active Companies
6
AMG · TA · DMG · Synergy · Access · Frame
Book Launch
Jun '26
In Progress
NW Target
$50M
By 2030
CEO Priorities
8
Active Q1–Q2 2026
Tax Alchemy
Core Advisory Firm
PresidentKyle Baska
Director of TaxVershawn Britton
StatusActive
AMG
Alchemist Management Group
Ops LeadJared Gobler
ControllerJulian Greene
StatusActive
DMG
Dennis Media Group
Media / OpsGiselle
FocusContent + IP
StatusBuilding
Synergy Private
Wealth Advisory
PartnerKristian Mtetwa
RelatedFrame Financial
StatusLaunching
Access Inc
Investor Community
TypeMembership Platform
PipelineTA + DMG Audience
StatusBuilding
Book Launch
NYT Bestseller — June 2026
PR FirmTBD
Pre-OrdersNot Live Yet
StatusPlanning
🏢 Companies
Full ecosystem overview⚗️ Tax Alchemy
Active
Role: Core tax advisory and planning firm
CEO: Karlton Dennis | President: Kyle Baska
Team: Christine Nelson, Vershawn Britton, Kerry Stover
Focus on premium positioning, recurring advisory revenue, and AI-augmented client delivery. Primary engine of the KD ecosystem.
CEO: Karlton Dennis | President: Kyle Baska
Team: Christine Nelson, Vershawn Britton, Kerry Stover
Focus on premium positioning, recurring advisory revenue, and AI-augmented client delivery. Primary engine of the KD ecosystem.
🏗️ AMG — Alchemist Management Group
Active
Role: Holdco / operational backbone
Ops Lead: Jared Gobler | Controller: Julian Greene
Chief of Staff: Anisha | EA: Brayan
Centralized finance, HR, and strategy oversight across all entities. Building toward a clean holdco architecture.
Ops Lead: Jared Gobler | Controller: Julian Greene
Chief of Staff: Anisha | EA: Brayan
Centralized finance, HR, and strategy oversight across all entities. Building toward a clean holdco architecture.
🎬 DMG — Dennis Media Group
Building
Role: Media, content, and IP arm
Support: Giselle (Media/Ops)
YouTube, podcast, social, speaking (Tax Free Wealth Challenge, Tax Free Millionaire Summit). Transitioning toward media as a core revenue stream.
Support: Giselle (Media/Ops)
YouTube, podcast, social, speaking (Tax Free Wealth Challenge, Tax Free Millionaire Summit). Transitioning toward media as a core revenue stream.
💎 Synergy Private
Launching
Role: UHNW wealth advisory platform
Partner: Kristian Mtetwa
Related: Frame Financial (KD 30% / Kristian 20% / Soho 50%)
Premium advisory targeting ultra-high-net-worth clients with integrated tax and financial planning.
Partner: Kristian Mtetwa
Related: Frame Financial (KD 30% / Kristian 20% / Soho 50%)
Premium advisory targeting ultra-high-net-worth clients with integrated tax and financial planning.
🔑 Access Inc
Building
Role: Investor community and ecosystem products
Connecting high earners with deal flow, education, and exclusive network access. Feeds from Tax Alchemy and DMG audience pipelines.
Connecting high earners with deal flow, education, and exclusive network access. Feeds from Tax Alchemy and DMG audience pipelines.
💡 Dennis Intellectual Properties
Active
Role: IP holding entity
Courses, content, brand assets, and proprietary frameworks. Houses all intellectual property across the KD ecosystem.
Courses, content, brand assets, and proprietary frameworks. Houses all intellectual property across the KD ecosystem.
📌 CEO Priorities
Q1–Q2 20262026 North Star Goals
1
📚 NYT Bestseller — June 2026
2
💰 $50M+ Net Worth by 2030
3
🏗️ Clean holdco structure (AMG)
4
⚗️ Tax Alchemy — self-sustaining
5
🎬 DMG — media as real revenue
Q1–Q2 Execution Checklist
✓
Connect Notion workspaces to TARS
→
Scale Tax Alchemy without chaos
→
Book launch full campaign execution
→
Improve packaging, pricing, retention
→
Tax Free Wealth Challenge + Summit
🗓️ Calendar
Upcoming events & travelUpcoming — March / April 2026
MAR
18
Command Center Launch
KD Command Center goes live on Cloudflare
APR
TBD
Tax Pro Retreat 2026
Confirmed in Notion — details TBD
APR
TBD
Ted X Speech
Logged in KD Notion workspace
Key Milestones 2026
MAY
TBD
Book Pre-Orders Live
Pre-order campaign + podcast tour begins
JUN
TBD
📚 Book Launch Week
NYT Bestseller campaign — all channels
TBD
TBD
Tax Free Millionaire Summit
Live event — date TBD
TBD
TBD
Tax Free Wealth Challenge
Live event — date TBD
Travel Log
Travel log database detected in KD Notion workspace. Connect Google Calendar to see full travel schedule here in real time. Ask TARS to pull your upcoming travel dates anytime.
Santa Barbara — Rosewood (logged)
📋 Business Reports
AI-compiled from Notion🏦 Financial Statements — Detected in Notion
KD Workspace
Financial statements detected for the following entities in your KD Notion workspace:
Tax Alchemy · AMG · Synergy Private · Alchemy Solar · Deerfield Beach LLC · Black Loom · Kokomo LLC · INDY WINDY · 2009 Bryan Ave · 2005 Bryan Ave
Ask TARS to pull and compile a full financial summary at any time.
Tax Alchemy · AMG · Synergy Private · Alchemy Solar · Deerfield Beach LLC · Black Loom · Kokomo LLC · INDY WINDY · 2009 Bryan Ave · 2005 Bryan Ave
Ask TARS to pull and compile a full financial summary at any time.
🎬 AMG Media Hub — Content Pipeline
AMG Workspace
Active content detected in AMG workspace including:
Tax Free Millionaire Summit highlights · Short form tax education content · Kyle reels · Q&A clips · Testimonials · Wednesday Coaching Calls · Intro videos · Community welcome content
Karlton's Media Hub and Alchemist Management pages both accessible.
Tax Free Millionaire Summit highlights · Short form tax education content · Kyle reels · Q&A clips · Testimonials · Wednesday Coaching Calls · Intro videos · Community welcome content
Karlton's Media Hub and Alchemist Management pages both accessible.
📚 Book Launch Status
Planning Phase
Target: New York Times Bestseller | Launch: June 2026
Open items: PR firm not yet hired · Pre-orders not live · Cover/title TBD
Est. ~15% complete — in early planning stage. Ask TARS for full launch checklist.
Open items: PR firm not yet hired · Pre-orders not live · Cover/title TBD
Est. ~15% complete — in early planning stage. Ask TARS for full launch checklist.
💰 Wealth Tracker
Active
2030 Target: $50M+ Net Worth
Entities with financial statements: 10 tracked in Notion
Ask TARS to pull the latest financial statements and compile a net worth snapshot across all entities.
Entities with financial statements: 10 tracked in Notion
Ask TARS to pull the latest financial statements and compile a net worth snapshot across all entities.
💬 Chat with TARS
Your AI operating system
TARS — KD Operating System
Online · All 3 Notion workspaces connected