Unlocking Possibilities: How to use tax incentives to fund your next investment with Kim Lochridge

Home » Unlocking Possibilities: How to use tax incentives to fund your next investment with Kim Lochridge

Webinar Summary

This webinar, presented by Kim Lochridge from Engineered Tax Services, introduces a comprehensive series of discussions on utilizing various tax incentives to fund investments and enhance business growth. Kim, with her extensive experience in finance, accounting, and real estate investment, delves into the intricacies of cost segregation, energy-efficient incentives (179D and 45L), employee retention tax credits, research and development tax credits, and grants. The session aims to equip participants with knowledge on how to optimize tax savings and leverage these savings for future investments.

High-Level Overview

The webinar provides an in-depth look at the potential of tax incentives to significantly impact investment strategies and business operations. Key topics include the benefits of cost segregation studies for real estate investors, understanding and applying for energy-efficient incentives, navigating the complexities of employee retention tax credits post-COVID-19, leveraging research and development tax credits for innovation, and identifying grant opportunities for business funding. Kim emphasizes the importance of strategic planning in utilizing these incentives to not only save on taxes but also to reinvest in growth opportunities.

Key Highlights

  • Introduction to Engineered Tax Services and the range of tax incentives they specialize in.
  • Detailed explanation of cost segregation studies and their benefits for real estate depreciation.
  • Overview of energy-efficient incentives (179D for commercial properties and 45L for residential properties) and their increased benefits under new rules.
  • Insights into employee retention tax credits and eligibility criteria post-pandemic.
  • Discussion on research and development tax credits for businesses engaged in innovative activities.
  • Guidance on identifying and applying for grants as a source of funding for various types of organizations.
  • Real-world examples and case studies to illustrate the application and benefits of these tax strategies.
  • Interactive Q&A session addressing specific queries from participants about tax incentives and strategies.