Family Office Insights Investor Luncheon & Engineered Tax Services
Please join us to discuss specialty tax opportunities available to real-estate investors with Engineered Tax Services (ETS). Since its inception in 2001, ETS has helped thousands of property investors arrive at financial solutions that increased cash flow, minimized tax payments, resulting in maximum return on investment and energy.
What Topics: Gain a better understanding of specialty tax opportunities designed to maximize return on investment for commercial real estate investors.
You will gain a better understanding of IRS sanctioned specialty tax opportunities designed to maximize return on investment for commercial real estate property with Engineered Tax Services (“ETS”), a specialty tax-engineering firm. When combined, these specialty tax services including cost segregation, energy tax incentives, disposition of assets, and the property handling of tangible property, become one of the most valuable tax tools available for commercial real estate owners.
Presenting: Kimberly Lochridge is Executive Vice President of Engineered Tax Services in addition to serving on the Investment Council for the Gonzalez Family Office.
Who Should Attend: Single Family Office investors, high net-worth investors, strategic investors and commercial real estate owners.
About Engineered Tax Services: Since its inception in 2001, Engineered Tax Services (ETS) has averaged $44 million in refunds on a monthly basis for clients, equating to hundreds of specialty tax studies for property owners, CPAs, and Fortune 100 clients nationwide.
ETS is a professionally licensed engineering firm with extensive experience in engineering based specialty tax services spanning the U.S., yielding substantial tax incentives for companies and property investors of all sizes. ETS is one of the only qualified professional engineering firms with its own professional engineers, LEED accredited professionals, certified public accountants, licensed contractors, and architects on staff.
- Over 100+ years of combined experience
- Fully Circular 230 compliant
- Experience from Fortune 100 companies on down
- Broad service offerings to maximize client ROI
- Averaging over 200 engineering studies on a monthly basis
Presenters:
KIMBERLY LOCHRIDGE:
Kimberly Lochridge is the Executive Vice President and an Executive Board Member of ETS. Kimberly has owned and operated numerous successful businesses of her own prior to coming aboard with ETS, each of which relates to energy, accounting, finance, and real estate. She has had a significant impact on the refinement of internal processes, customer service, the expansion of services, and the growth of ETS’ team nationwide. Her success with family offices, CPAs, and clients across the country is evident in the rave reviews she has received (check out her references on LinkedIn). She has the drive to ensure every opportunity, exceed expectations, and get the job done in a timely and professional manner.
Additionally, Ms. Lochridge serves on the Investment Council for the Gonzalez Family Office. Her responsibilities include reviewing potential opportunities and co-investments for their suitability within the investment portfolio of the family
Kimberly resides in Portland, OR and although the love of her jobs keeps her tuned in day and night, she loves to travel, spend time with friends and family, bike, hike and above all, seeks the solace of a beachside resort and scuba gear whenever possible.
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