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
General Business & ManagementView LinkedIn profile

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

  1. Advisory Board Member

    Roomrite Group Solutions

    Sep 2024 — Present

    Reviewing financials and tax mitigation strategies

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