Discover how the wealthy legally eliminate their tax bills through real estate investing.
In this episode, hosts Adam Schroeder and Zach Lemaster sit down with Jason Melilo, CEO of K B K G and former CEO of a Top 100 CPA Firm, to unpack the tax strategies every investor should know — from cost segregation and bonus depreciation to qualifying as a real estate professional and using short-term rentals for massive deductions.
Jason reveals how he helps investors save thousands in taxes while building long-term wealth — and even shares how you can get a 10% discount on cost-seg software using code RTR 2025 at cbn.com.
💡 Timestamps
00:00 Intro – Meet Jason Melilo, CPA & Investor
01:00 Jason’s first real-estate deal & lesson in cash flow
03:00 How depreciation shelters income
05:20 What real “tax planning” means for investors
07:40 Cost segregation & bonus depreciation explained
09:50 Real-life example: turning $250K income → $0 taxable
13:00 Who qualifies as a real-estate professional
16:00 Short-term rental strategy to offset W-2 income
19:30 How to document your hours for IRS proof
22:45 Planning tax benefits before you buy
25:00 Cost seg on existing properties (“catch-up” depreciation)
27:00 Pros & cons of cost segregation & recapture rules
30:00 New 2025 tax law: 100% bonus depreciation returns
32:00 Final tips + discount for RTR listeners
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