In this episode, Jason Melillo, CEO of KBKG, explains the ins and outs of cost segregation and its impact on real estate investment. Discover how this tax strategy can significantly boost cash flow, reduce taxes, and build wealth over time.
Chapters
00:00 Introduction to Cost Segregation
03:01 Understanding Cost Segregation for Real Estate Investors
05:58 Types of Real Estate Benefiting from Cost Segregation
08:54 The Trade-offs of Depreciation and Recapture
11:40 Real-Life Examples of Cost Segregation Studies
14:57 Determining the Value Threshold for Cost Segregation
17:51 Depreciation Benefits for Syndicators and Investors
20:29 Asset Classes and Their Depreciation Potential
23:40 The Cost Segregation Process Explained
26:44 Timing and Costs of Cost Segregation Studies
29:42 Identifying the Right Investors for Cost Segregation
32:20 Exploring Other Tax Strategies for Investors
35:24 Common Planning Issues in Tax Strategies
38:15 Tax Planning Conversations for Growing Portfolios
41:17 Final Thoughts on Wealth Building through Real Estate
Here’s the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ
Want to learn more about CRE? investbeyondmultifamily.com/course
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Jason’s Links:
CostSegregation.com – https://costsegregation.com
https://www.linkedin.com/in/jasonmelillo
https://www.kbkg.com/dash?swcfpc=1
https://www.facebook.com/KBKGTaxIncentives/
https://www.linkedin.com/company/kbkg/posts/
https://www.linkedin.com/in/jasonmelillocpa/
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