Most real estate investors know real estate comes with tax advantages. Far fewer are actually using them to the fullest, and even fewer understand the advanced strategies that can meaningfully change the math on a single property.
That's the gap this episode closes. Recorded live at our Fast Fire to Freedom Summit, we sit down with Kim Lochridge, Chief Revenue Officer of Engineered Tax Services and a go-to tax expert for Fortune 500 companies and family offices. Kim is also a real estate investor herself, and she sits on the tax committee of the Real Estate Roundtable in Washington, DC, so she doesn't just know the rules, she helps shape the conversation around them.
Rather than rehash the basics, Kim takes us from the middle to the advanced. She explains how cost segregation really works, walks through the kind of numbers that make investors sit up, and then goes somewhere most tax talks never do.
Because the strategy she's most excited about isn't the one everyone's heard of.
BY THE TIME YOU FINISH LISTENING, YOU'LL DISCOVER:
- What cost segregation actually is, and why the IRS itself calls it the preferred method
- Why nearly tripling your depreciation is possible on a property you already own
- The one thing that makes or breaks a study in an audit (and the kind of provider to run from)
- The "partial asset disposition" strategy Kim argues can be worth even more than bonus depreciation
- Why the "you'll just pay it all back in recapture" warning is a myth
- How even passive investors with two W-2 incomes can still come out ahead
Whether you own one rental or a growing portfolio, this conversation will show you how much more your real estate could be doing for you at tax time.
Connect with Engineered Tax Services: HERE
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