Kim Lochridge
Specialty Tax Consultant, Cost Segregation, Commercial Insurance, R&D Tax Credits, Energy Credits/Incentives, Problem Solver
- Role
- Advisory Board Member at Roomrite Group Solutions
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Kim Lochridge
Mrs. Lochridge is the Executive Vice President for Engineered Tax Services, Inc.(ETS), an industry-leading provider of specialty tax services in the United States. Kimberly 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. This activity has earned her a seat on the tax committee for the Washington D.C. based The Real Estate Roundtable as well as various other board positions.Prior to joining ETS, Ms. Lochridge has spent over a quarter of a century in entrepreneurship which had important roles within the real estate and energy industry. Kim is also a frequent multi-national speaker in the tax, investment, real estate, architectural, private wealth, and family office spaces where she altruistically shares her expertise with others.Consulting surrounding tax, private wealth, leadership, practice management, marketing, and training is her goal and passion.
Experience
Advisory Board Member
Sep 2024 — Present
Reviewing financials and tax mitigation strategies
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