The New Art of Tax Depreciation: Maximizing Real Estate Value with Cost Segregation, Bonus Depreciation, and OBBBA Updates

Kim Lochridge | Engineered Tax Services 

Kim Lochridge is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kim possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, and energy efficiency incentives. This knowledge and experience has uniquely positioned her as a big-league tax expert for Fortune 500, high net worth individuals, ultra-high net worth individuals, single and multiple family offices, architects, engineers, and CPAs nationwide.

Ms. Lochridge is personally a real estate investor since the late 90’s. This activity has earned her a seat on the Tax Committee for the Washington D.C. based Real Estate Roundtable group where she collaborates with top lawmakers and holds a variety of other board positions.

Prior to joining ETS, Ms. Lochridge has spent over 35 years in entrepreneurship which had important roles within the accounting, real estate and energy industry. Kim is also a frequent multi-national speaker in the tax, investment, private wealth, real estate, accounting, and family office spaces where she altruistically shares her expertise with others.

Amanda Butler Schley | Business Law Group

Amanda Butler Schley graduated from Loyola University School of Law in 2008 and began her career at a large firm in New Orleans, Louisiana, where she honed her legal skills working on complex real estate transactional deals.

Amanda made the decision to start her own firm in 2017 after her and her husband, decided to do something “crazy”: They sold their respective homes in New Orleans, and bought and moved onto a 42-foot sailboat, which they named “Stay Foolish,” after the famous Steve Jobs quote: “Stay foolish, stay hungry.”

Amanda and Rob set sail and documented their whole incredible adventure aboard the Stay Foolish on their social media accounts. Since then, Amanda’s leap of faith in her own life has helped her clients take educated risks and gain legal leverage: the key to long term success and happiness in their businesses.

She has more than 15 years of experience representing boutique hotels, restaurateurs, family-owned businesses, breweries, artists, CEOs and entrepreneurs. She is skilled at spotting legal issues and pitfalls at each stage of the business life cycle, from inception to rapid growth to successful exit. She nurtures and mentors her clients to succeed beyond their wildest dreams, resolving hundreds of complex legal issues along the way.

Session I – Unlock the Hidden Tax Savings Sitting in Your Real Estate Portfolio! | 1:00pm – 2:00pm

• Cost segregation
• Bonus depreciation
• Changes from the OBBBA

Break | 2:00pm – 2:10pm

Session II – Bonus Depreciation & Real Estate Investments After the OBBBA: Legal Strategies for Maximizing Tax Benefits | 2:10pm – 3:10pm

• The mechanics of bonus depreciation and recent legislative changes
• Identifying what is and isn’t depreciable for commercial property
• Dollar-for-dollar tax benefit for clients
• Evaluating cost segregation strategies for maximizing deductions
• Advising clients on legal considerations at acquisition and disposition
• Avoiding common pitfalls and IRS audit triggers