"I can typically take a dime and turn it into a dollar." - Kim Lochridge

Are you leaving money on the table? 💸 In this episode of Brave New Wealth, host Julienna sits down with the “Tax Genie” herself, Kim Lochridge, to unlock powerful tax strategies that most investors and even CPAs overlook. From real estate to energy efficiency, Kim reveals little-known incentives like 179D and 45L, and breaks down how cost segregation can drastically cut your tax bill. They also dig into the burnout many CPAs face, why collaboration is key, and how living outside your comfort zone can lead to greater wealth and impact.

Seasoned investors, CPAs, and curious individuals about tax planning alike can all build real wealth in this conversation!

🔑 Key Takeaways:

• Discover overlooked tax incentives in real estate and energy (179D, 45L).
• Why many CPAs miss money-saving opportunities for their clients. 
• How proactive tax planning can transform your financial future. 
• Kim’s journey into tax and why curiosity pays off—literally. 
• The power of living outside your comfort zone. 
• Tips for balancing family, business, and big financial decisions. 

Learn more about Kim Lochridge and the team at  @Engineered-Tax-Services  : Engineered Tax Services