The New Art of Tax Depreciation: Maximizing Real Estate Value with Cost Segregation, Bonus Depreciation, and OBBBA Updates
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.
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. She has more than 15 years of experience representing boutique hotels, restaurateurs, family-owned businesses, breweries, artists, CEOs and entrepreneurs
2 hour CLE
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Program Summary
Session I – Unlock the Hidden Tax Savings Sitting in Your Real Estate Portfolio! – Kim Lochridge
In this session, we’ll take a deep dive into cost segregation studies and how they can dramatically accelerate depreciation, boost cash flow, and reduce your tax liability. With the latest bonus depreciation opportunities and the new OBBBA updates reshaping the landscape, now is the time to understand how these strategies impact both current holdings and future acquisitions. We’ll also debunk common myths about cost segregation and walk you through the critical do’s and don’ts every investor should know to avoid costly mistakes. Our goal is to break down complex tax rules into clear, actionable steps while sharing real-world examples of how savvy investors are leveraging these tools for maximum advantage. Don’t leave money on the table—join us to gain the knowledge and confidence to turn tax law into an investment growth engine.
Key topics to be discussed:
- Cost segregation
- Bonus depreciation
- Changes from the OBBBA
Session II – Bonus Depreciation & Real Estate Investments After the OBBBA: Legal Strategies for Maximizing Tax Benefits – Amanda Butler Schley
This session will provide a practical outline of bonus depreciation under the OBBBA and its impact on commercial real estate investments. Faculty will review the legislative changes, explain what property qualifies, and demonstrate how cost segregation studies can accelerate deductions. Using real-world examples, the session will show how strategic planning can turn modest annual deductions into significant upfront tax savings for investors.
The session will also explore key strategies across the acquisition, improvement, and disposition phases, including ownership structuring, timing upgrades, and managing depreciation recapture through 1031 exchanges and installment sales. In addition, the session will highlight legal considerations for drafting agreements and tax elections, as well as common IRS audit triggers to avoid. Participants will leave with actionable strategies to maximize client benefits while minimizing risks in real estate transactions.
Key topics to be discussed:
- 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
This course is co-sponsored with myLawCLE.
Date / Time: October 22, 2025
- 1:00 pm – 3:10 pm Eastern
- 12:00 pm – 2:10 pm Central
- 11:00 am – 1:10 pm Mountain
- 10:00 am – 12:10 pm Pacific
Closed-captioning available
Speakers
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.
Agenda
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
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