Join Kim Lochridge from Engineered Tax Services in our comprehensive webinar series, ‘Unlocking Possibilities: How to Use Tax Incentives to Fund Your Next Investment.' Dive deep into the world of tax incentives, cost segregation, R&D tax credits, and more to fuel your investment strategies. Whether you're a seasoned investor or new to the game, this series offers invaluable insights into leveraging tax benefits for funding and maximizing returns on your investments. Don't miss out on expert advice that could transform your financial future. Subscribe now for more updates and expert financial strategies.
In the debut of our “Possibilities” Webinar Series, Kim Lockridge, Chief Revenue Officer of Engineered Tax Services (ETS), reveals how to transform your tax liability into a funding source for your next investment.
With over 32 years of experience in finance and a seat on the Real Estate Roundtable tax committee, Kim explains that while everyone should pay their fair share of taxes, “there is nothing in the code that says you have to leave a tip.” This session is a high-level roadmap to taking that “tip” off the table and reinvesting it into your portfolio.
Key Topics Covered:
1. Cost Segregation: The “Itemized Deduction” for Buildings
Most investors use straight-line depreciation (27.5 or 39 years). Kim explains why this is inefficient and how a Cost Segregation study reclassifies assets into 5 and 15-year buckets to trigger massive upfront deductions.
The Bonus Depreciation Paycheck: How to treat bonus depreciation as an “advance on a paycheck” to fund new acquisitions.
2. Energy Incentives: 179D & 45L
Learn about the significant updates from the Inflation Reduction Act (IRA):
- 179D: Tax deductions for commercial and high-rise multifamily projects, now up to $5.00 per square foot.
- 45L: Tax credits for energy-efficient residential developments, increased up to $5,000 per unit.
3. The “Financial Tool Belt” Strategy
Kim discusses why tax planning is like building a house—you can’t do it with just a hammer. Discover how to layer:
- 1031 Exchanges to defer recapture.
- R&D Tax Credits for technical innovation.
- ERC (Employee Retention Credit) for businesses impacted by COVID-19.
About Kim Lockridge & ETS
Engineered Tax Services is the national leader in specialty tax. Our team of tax attorneys, engineers, and CPAs works across the country to provide engineering-based tax strategies that CPAs alone often cannot provide.
