Kelly Tate

CPA with over two decades of experience helping real estate and hospitality investors navigate the tax code. Co-Founder/CFO of KTA Financial Services, specializing in bookkeeping and tax preparation for franchise owners.

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Jun 10, 2025 • 51min

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

Kelly Tate is a seasoned CPA and Co-Founder of KTA Financial Services, specializing in tax strategies for real estate investors. In this engaging discussion, she reveals the difference between Section 179 and bonus depreciation, and how cost segregation can elevate your tax savings. Learn the criticality of entity structure in liability protection and tax treatment. Kelly also emphasizes the importance of finding the right CPA and when to seek a second opinion on your tax strategy, ensuring you maximize your financial outcomes.

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