How to Know If Your CPA Is Helping You or Holding You Back | Kelly Tate E35

Not sure if your tax advisor is actually optimizing your returns, or just filing forms? In this episode of the Hotel Investor Playbook, we’re joined by Kelly Tate, a CPA with over two decades of experience helping real estate and hospitality investors navigate the tax code with confidence.

We dive into key strategies like bonus depreciation, Section 179, and cost segregation, and explore how to structure your entities to maximize tax efficiency, especially when you’re juggling both real estate ownership and active operations.

Whether you’re an experienced sponsor or just scaling into your first hotel deal, this conversation will help you ask better questions, avoid common pitfalls, and gain peace of mind that your CPA is adding real value.

Topics Covered:

• The difference between Section 179 and bonus depreciation
• How cost segregation works and when to use it
• Why your entity structure matters more than you think
• How to know if your CPA is the right fit for real estate investing
• When to consider getting a second opinion on your tax strategy

About Kelly

Kelly Tate is a seasoned CPA, entrepreneur, and Co-Founder/CFO of KTA Financial Services, a Las Vegas-based firm specializing in bookkeeping and tax preparation for franchise owners. With over 15 years of experience, Kelly has built a reputation for helping clients navigate taxation, deal structure, and financing. Through KTA and his own firm, Kelly Tate CPA, he serves hundreds of businesses with innovative financial solutions and proprietary technology. His mission: to simplify and elevate financial operations so business owners can focus on growth.

Connect with Mike and Nate:

Invest with Mike & Nate: malama-capital.com/invest
Submit a deal: https://www.malama-capital.com/deal-submission
Instagram: @the_hotel_investor_playbook
Contact Us: info@hotelinvestorplaybook.com