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.💡 Timestamps00:00 Intro – Meet Jason Melilo, CPA & Investor01:00 Jason’s first real-estate deal & lesson in cash flow03:00 How depreciation shelters income05:20 What real “tax planning” means for investors07:40 Cost segregation & bonus depreciation explained09:50 Real-life example: turning $250K income → $0 taxable13:00 Who qualifies as a real-estate professional16:00 Short-term rental strategy to offset W-2 income19:30 How to document your hours for IRS proof22:45 Planning tax benefits before you buy25:00 Cost seg on existing properties (“catch-up” depreciation)27:00 Pros & cons of cost segregation & recapture rules30:00 New 2025 tax law: 100% bonus depreciation returns32:00 Final tips + discount for RTR listeners🗓️ Schedule a Free Consultation:⁠⁠⁠⁠⁠ <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbk1UcWtNUFdwNnlHRkU1Q01JWU9fSG9OX3lHZ3xBQ3Jtc0tsQWV4NkdTdHZnSmF5bUdvcHpvcVJqRzFUTnNYd1Y2aVdURDU1NjhJMzhnSWxsTS12ekFuRTBkVl93akJhckthVEpUWFVZYlAxdExvbkxxdnFkVGRvX1kzNnpxbnJaa1ZoTGU3Ti1jVWYyTmNaNUpnVQ&q=https%3A%2F%2Fmeetings.hubspot.com%2Fscott-lundgren%2Finitial-call-with-rent-to-retirement&v=pVo_O4qQRII" target="_blank" rel="nofollow">https://meetings.hubspot.com/scott-lu...</a>🏠Available Inventory Sheet: ⁠<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0N4MzgyVDFTZGhycHFGRFJ4Ykh4T2YtNUhJZ3xBQ3Jtc0tsV1YzMWQtOExLeHZ4NkwweE1TSm1mVE1wM0JrSVNrU2V1MldRTzgyWjNQTnFpZUNabFBZZGo1OGV4aUFpdl9fUHVaQ3RLa1ZOM1JoYzJrbWdVSDF6eFc2YWpVN0xDUHExUV9haDktTE9SN09VdlIwcw&q=https%3A%2F%2Fdocs.google.com%2Fspreadsheets%2Fd%2F1t5B3rIeyUUngFT2H3osl4JVELQsyxZy1rz9XJGU-hJo%2Fedit%3Fgid%3D1182675960%23gid%3D1182675960%E2%81%A0&v=pVo_O4qQRII" target="_blank" rel="nofollow">https://docs.google.com/spreadsheets/...</a>📺 Subscribe to the YouTube Channel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<a href="https://www.youtube.com/channel/UC_h1.." rel="nofollow">https://www.youtube.com/channel/UC_h1..</a>.🎧 Listen to the Rent To Retirement Podcast on the Go:⁠⁠⁠⁠⁠<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0NjSW13c0VZVEh4aVh5MDYzcEllSW8zLW5lZ3xBQ3Jtc0trYXl2aVFPZTZaZGdWX3dpLTFxWWluZW0tT3E2SFF5ZWlpS2NLS2hjUFluQlJFZWlPeVhRTnFQU2doTWJhX2hwRFRRaU9IVEdXc2tCbU5yMG5UbjRSaTRVWjdCTC1sYng4S3NxdGlMX0VnTWU1QVp2SQ&q=https%3A%2F%2Fpodcasters.spotify.com%2Fpod%2Fsh..&v=pVo_O4qQRII" target="_blank" rel="nofollow">https://podcasters.spotify.com/pod/sh..</a>.📬 Join Our Newsletter Email List:Submit your info at the top right corner of the page:⁠⁠⁠⁠⁠<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUc5OWRkSnVGSjFwQlFSZXpfelpLdXQtZ3JPZ3xBQ3Jtc0tuTW51aUozVnZ0WTJ3OXpubVRXaXhIR252N1JrcVZSNzNwa1VyOUlVbDBqb1BtX3lXOXpXS3p1NUJyTER5ZjB0eFF5OFZWWmNEMXBONDdobnpRRGNqMmt4RVZTcXJHTm9XVjB1S0pDd2RidGM1NGE2RQ&q=https%3A%2F%2Frenttoretirement.com%2F&v=pVo_O4qQRII" target="_blank" rel="nofollow">https://renttoretirement.com</a>⁠⁠⁠⁠⁠📧 Questions? Email us: podcast@renttoretirement.com#RealEstateInvesting #TaxStrategy #PassiveIncome #CostSegregation #BonusDepreciation #RentToRetirement

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The CPA’s Guide to Smarter Real Estate Investing | Maximize Returns & Minimize Tax Burden

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

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