Your K-1, Explained - Cost Seg for Passive Investors w/ Kim Lochridge

30/09/2025 28 min Temporada 1 Episodio 7
Your K-1, Explained - Cost Seg for Passive Investors w/ Kim Lochridge

Listen "Your K-1, Explained - Cost Seg for Passive Investors w/ Kim Lochridge"

Episode Synopsis

Busy doc? High earner? Here’s how real-estate depreciation actually shows up on YOUR K-1 - without the fluff. Kim Lochridge (EVP, Engineered Tax Services; real-estate investor since the ’90s) breaks down cost segregation and 100% bonus depreciation so a first-time LP can make smarter decisions now, not “someday.”In 30 minutes you’ll learn:Cost seg in plain English: what it is, why it exists, and how it impacts LPs (not just GPs).The $100K example: what most first-year K-1s look like after a study (and why distributions can still pair with paper losses).Myths vs. reality: “Is this legal?”, passive-loss limits, IRS risk, and the exit math.Timing that saves money: why the study should set a baseline the year you buy (and what to do if you’re late).Who pays + ROI of the fee (and how sponsors should think about fiduciary duty to LPs).2025 update: what “100% bonus depreciation” really means this year and the key acquired + placed-in-service timing nuance.Why listen: Kim has used this playbook herself (including a deal that saved a buyer $1M+ in taxes) and has scaled a national specialty-tax firm serving investors from first-timers to Fortune 500s.