Shows
Brave New WealthTax Genie Secrets: Hidden Real Estate & Energy Incentives You’re Probably Missing"I can typically take a dime and turn it into a dollar." - Kim Lochridge Are you leaving money on the table? 💸 In this episode of Brave New Wealth, host Julienna sits down with the “Tax Genie” herself, Kim Lochridge, to unlock powerful tax strategies that most investors and even CPAs overlook. From real estate to energy efficiency, Kim reveals little-known incentives like 179D and 45L, and breaks down how cost segregation can drastically cut your tax bill. They also dig into the burnout many CPAs face, why collaboration is key, and how living outside your comfort zone ca...2025-04-2540 min
Real Deal InvestingReal Estate Tax Hacks: Cost Segregation & Bonus Depreciation for Big SavingIn this episode of "Real Deal Investing", host Jerron Kelley, a seasoned real estate attorney talk with Kim Lochridge, an expert in cost segregation and tax strategies for real estate investors.Kim is from Engineered Tax Services and she shares invaluable insights on tax savings strategies specifically designed for sophisticated real estate investors. Kim, an experienced investor herself, highlights the importance of cost segregation, a method of accelerated depreciation that allows property owners to categorize and depreciate assets within a property more rapidly than traditional methods. Unlike standard straight-line depreciation, which spans 39 years for commercial properties and 27.5...2025-02-2649 min
Unstuck your BusinessUYB 65 Money Matters: Tax Optimization for BusinessGuest: Kim Lochridge,
Vice President of Tax Engineered Services
n this episode, we delve into the world of tax optimization with Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc.
Kim, a nationally recognized expert in specialty tax services, shares invaluable insights on how small and medium-sized businesses can minimize their tax liability, maximize deductions, and make smarter financial decisions.
We'll explore:
Overlooked deductions: Discover critical tax deductions often missed by small business owners, including Cost Segregation, R&D tax credits, and energy efficiency incentives.
Retirement planning: Learn how...2025-02-0334 min
Generational Wealth MDTax Savings Uncovered: Hidden StrategiesDo you hear about doctors paying $0 in taxes, but then they talk about cost segregation, bonus depreciation and your eyes glaze over? You’re not alone!  Join us as we decode complex tax strategies with industry expert Kim Lochridge, a big-league tax expert for Fortune 500 and ultra high net worth individuals. We’ll dive into: How Cost Segregation and Bonus Depreciation work Will 100% bonus depreciation come back?What to do when bonus depreciation goes away - how you can s...2024-06-0434 min
Real Angle: Building Success in Commercial Real EstateCost Segregation, Part 2, Kim Lochridge @ Engineered Tax ServicesIn this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Section 45L offers a tax credit for residential units. The conversation explores the eligibility criteria, changes in the tax code, and the impact of these incentives on architects, engineers, and developers.
They also touch on the changes brought about by the Inflation Reduction Act, the...2024-03-1933 minReal Angle: Building Success in Commercial Real EstateCost Segregation, Part 2, Kim Lochridge @ Engineered Tax ServicesIn this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Section 45L offers a tax credit for residential units. The conversation explores the eligibility criteria, changes in the tax code, and the impact of these incentives on architects, engineers, and developers.
They also touch on the changes brought about by the Inflation Reduction Act, the...2024-03-1933 minReal Angle: Building Success in Commercial Real EstateCost Segregation, Part 1, Kim Lochridge @ Engineered Tax ServicesIn this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Section 45L offers a tax credit for residential units. The conversation explores the eligibility criteria, changes in the tax code, and the impact of these incentives on architects, engineers, and developers.
They also touch on the changes brought about by the Inflation Reduction Act, the...2024-03-1237 minReal Angle: Building Success in Commercial Real EstateCost Segregation, Part 1, Kim Lochridge @ Engineered Tax ServicesIn this conversation, Joshua and Kim discuss energy efficiency tax credits and deductions. They cover the history of these incentives, including the Energy Policy Act of 2005, and focus on two major programs: Section 179D and Section 45L. Section 179D provides a tax deduction for commercial buildings that meet energy efficiency criteria, while Section 45L offers a tax credit for residential units. The conversation explores the eligibility criteria, changes in the tax code, and the impact of these incentives on architects, engineers, and developers.
They also touch on the changes brought about by the Inflation Reduction Act, the...2024-03-1237 min
Short Term Rental SolutionsCost Segregations: Should You Get One & How To Make Sure It’s Done RightCost segregations are a powerful tool for real estate investors to create tax advantages. However there are a lot of misconceptions about whether or not it makes sense to get a cost segregation study, and it can be difficult for investors to know how to vet potential cost segregation providers to ensure their study will hold up under an IRS audit. This week Kim Lochridge, Executive Vice President of Engineered Tax Services, joins us on the show to answer all of these questions and more. No STR investor can afford to miss this episode!...2024-03-0740 min
The DIPPED PodcastEpisode 157: Breaking News & Building Businesses w/ Mariko LochridgeIn this week's episode, the gang welcomes special guest, active business consultant / retired breaking news journalist Mariko. First, Kevin and Mariko share how they linked up (2:00) then…
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Mariko shares her origin story (5:45), her experience jumping between the worlds of Japan and the US (8:40), how she got her start in Journalism (12:40), getting called into Reuters for an interview (15:10), the experience of working at Reuters as a breaking news journalist (20:00), winding down from a high intensity job (23:20), working with Vice on a piece in India (26:00), maintaining ethics in journalism (30:16), transitioning from a career in journalism (34:50), supporting small businesses in...2023-12-281h 28
WealthAbility® for CPAsCost Segregations/R&D CreditsWealthAbility for CPAs #111 – Has your firm discussed the potential benefits of cost segregations with your clients in their wealth strategies? With proper planning, accelerated deprecation strategies can be extraordinarily powerful tools when it comes to building their portfolio. In this episode, Kim Lochridge joins Tom to discuss the finer details of what goes into cost segregations and how you can help your clients take advantage. Learn more about your ad choices. Visit megaphone.fm/adchoices2023-11-2935 minWealthAbility® for CPAsDepreciation & CreditsShould you be utilizing cost-segregation studies? Do your clients qualify for research and development credits? Even if our clients don’t benefit from these tools right now, understanding how they could in the future might help them generate significantly more wealth. In this episode, Kim Lochridge joins Tom to help us discover how accelerating depreciation and capturing credits can maximize cashflow, dramatically increase deductions, and protect you against IRS audits. In this episode, Kim Lockridge joins Tom to help us discover when accelerating depreciation and capturing credits can maximize cashflow, dramatically increase deductions, and protect you against IRS audits. Learn mo...2023-08-2735 min
Healthy Wealthy & Wise AccountantsOvercoming Limitations: An Unconventional Path to Success with Kimberly LochridgeIn this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. Connect with Kim Lochridge: Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619 Website: https://engineeredtaxservices.com/bios/kimberly-lochridgeConnect with Heidi He...2023-04-191h 23
The Rent Roll Radio ShowWhat You Need to Know about Cost Segregation Kim LochridgeWelcome to The Rent Roll Radio Show! Join Sterling Chapman and his guest, Kim Lochridge, Vice President of Engineered Tax Services, Inc., to share about cost segregation and its proper execution and timing. Kim shares about what, when, and who can use it. Kim, being an entrepreneur at a young age and has been investing in real estate since the ’90s. Generally hated numbers as a child until she learned about money and that’s how she knew her true calling’s in entrepreneurship. She shares small but crucial details about cost segregation and more, so be sure to stay t...2022-02-1635 min
Dental MomentumThis strategy has been around since the 40's - have you heard of it?Our Next Episode of the "Dental Momentum" Podcast is LIVE!
On Today's Episode of the Dental Momentum Podcast, Bill and Jared sit down with Kim Lochridge. Kim is the executive vice president at Engineered Tax Services (ETS).
ETS is a licensed engineering firm dedicated to specialty tax incentives designed for energy efficiency, real estate, and innovation. We dive into her expertise on Cost Segregation to show options, benefits, and other pieces of how this strategy might work for you and your practice.
Listen in on our conversation with Kim Lochridge.2021-01-2943 min
Property Management Growth with DoorGrowDGS 119: The Ins and Outs of Cost SegregationWhat is cost segregation, and how does it work? If you're knowledgeable of the tax code and understand what you’re able to do, you will put money in your pocket. Today, I am talking to Kim Lochridge, Executive Vice-President at Engineered Tax Services. The company started with about six employees and has grown to 130 to do 150-200 cost segregation studies a month. Kim loves talking about taxes. She’s here to help make sense of it all! You’ll Learn... [03:10] Investment Depreciation Concept: What you get when you have an investment property. It's a tax dedu...2020-02-2541 min