About Us
Firm Genesis
ETS1031 was created by Julio Gonzalez, founder of Engineered Tax Services, one of the nation’s largest tax advisory firms to provide an end to end solution designed to help their network of accounting firms and real estate specialists access tax-advantaged solutions and investment opportunities.
Active Alliances
Mission Statement
ETS1031's mission is to educate visitors on the benefits, rules, and processes inherent in IRS Section 1031 and Opportunity Zones. By utilizing technology and aligning expertise at key points in the 1031 exchange timeline, ETS1031 can efficiently facilitate 1031 exchanges on behalf of clients and their key advisors. Our product agnostic approach offers investors a multitude of options from Triple Net Lease properties to a wide selection of Delaware Statutory Trusts, which represent fractional interests in real estate providing diversification opportunities. Our core deliverable is a technology solution built on team continuity and expert advice, designed to reduce friction points in the process from property listing and QI initiation to closing on 1031 replacement property. The flexibility of our platform builds in optionality around the specific client situation and enables our professionals to cater the solution to the client needs.
Strategic Partnerships
ETS1031 works with partner firms from the following disciplines. Our focus on tax advantaged alternatives, specifically 1031 exchanges and opportunity zone qualifying investments, creates synergistic opportunities and points of collaboration with a large variety of firms.
Accounting Firms and Legal Professionals - We work in a collaborative role with accounting firms and legal professionals. Our focus on collaboration creates an environment where 3rd party advisors aren't disintermediated but rather build on their value proposition.
Real Estate Sponsors - If you are a real estate sponsor with the ability to provide 1031 eligible product or solutions and are interested in exploring the structuring or syndication of currently held properties, please contact us.
Real Estate Brokers - We work with real estate brokers nationwide to ensure clients have access to a diverse range of replacement property alternatives.
Registered Investment Advisors - Are you interested in providing 1031 solutions to your clients or have a special client need that falls outside your scope? Please contact us to see if our team can be helpful.
Our Team Approach
Advisory Council
Julio P. Gonzalez
ETS1031 Advisory CouncilFounder and CEO and Chairman of Engineered Tax Services, Inc. (ETS). Consistently named one of the Top 100 most influential people in Accounting by Accounting Today, Mr. Gonzalez acquired The Growth Partnership, The Rosenberg Survey and ABLE CRM in 2020 to establish the largest specialty tax and consultative firm to the CPA community nationwide.
In 2021, Mr. Gonzalez founded Rockerbox to bring the accounting industry best in class resources in employment retention credits and work opportunity training credits. Mr. Gonzalez also acquired Inside Public Accounting at the end of 2021 to strengthen the company’s abilities to be a resource to the accounting community.
Mr. Gonzalez is truly the Nation’s forefather of specialty tax services and he and his companies have most recently been recognized for their assistance in preserving jobs in the United States. Mr. Gonzalez’ focus was to bring specialized engineering tax studies to mainstream America, which historically had only been available to Fortune 500 and public companies through the National Accounting Firms. These tax services are critical to creating, preserving and maintaining U.S. based jobs.
Kim Lochridge
ETS1031 Advisory CouncilKim 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 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, private wealth, and family office spaces where she altruistically shares her expertise with others.
Jeffrey S. Pawlow
ETS1031 Advisory CouncilAs the President of the Engineered Advisory family of companies, Jeff leads a dynamic team of professionals who are dedicated to helping their clients succeed.
Jeff’s passion is activating the synergies exist among all of the EA companies and unleashing the talent of the EA team to better support their clientele: CPA Firms, Architectural Firms and High Net Worth Individuals.
Jeff’s served as the Managing Shareholder of The Growth Partnership for 21 years prior to merging the firm with Engineered Tax Service in 2020. During that time he was repeatedly named as one of the accounting profession’s “Top 100 Most Influential People” by Accounting Today.
Jeff resides in suburban St. Louis with his wife Cindy and is the proud dad of their four children. In his free time you can find him on stage playing keyboards in the nationally acclaimed Neil Diamond tribute band The Traveling Salvation Show
Our Team
Michael Scherer
Relationship CoordinatorMr. Scherer is a partner at RCX Capital Group, a registered broker-dealer. Mr. Scherer is responsible for the design of replacement property alternatives for clients looking to facilitate 1031 transactions. Mr. Scherer holds his FINRA series 7 and 63 licenses and is also a licensed real estate broker with B&E, a brokerage firm, specializing in net lease real estate and 1031 exchanges. Mr. Scherer's experience allows him to take a product agnostic approach to the replacement property search, listening first to client needs, and offering clients access to both Delaware Statutory Trusts and fee simple alternatives (Triple Net Lease properties).
Prior to joining RCX Capital Group, LLC., Mr. Scherer was a portfolio manager for Ensenia Wealth, LLC, an SEC registered investment advisor specializing in providing real estate and advisory services to Family Offices. Ensenia Wealth and its predecessor served as an integral part of Dan Goodwin's family office, founder of one of the nation's largest real estate organizations and 1031 exchange sponsors.
Mr. Scherer earned a Master of Business Administration degree from DePaul University, where he was the recipient of the Michael J. Horne scholarship and completed a dual concentration in Real Estate Investments and Finance and Financial Analysis. He obtained a Bachelor of Arts degree from DePauw University and holds the Chartered Alternative Investment Analyst designation
Contact Mike at
[email protected]
or by calling 630-212-2553
QI Question?
[email protected]
Evan Turk, Esq.
President and Legal AdvisorMr. Turk advises successful entrepreneurs and families about their personal wealth. He is the author of Asset Protection by Design, an entrepreneur himself, and is of-counsel with The Ticktin Law Group. His career started on Wall Street and is focused on his experience in finance, tax and the law. Before venturing into the field of law, Mr. Turk operated a successful financial company. He is licensed to practice law in Florida and New Jersey and is duly qualified and admitted to practice before the United States Tax Court.
Mr. Turk assists clients with their replacement property options and he also holds his FINRA series 22 and 63 licenses.
Contact Evan at [email protected]
Tom Bottenberg
1031 Exchange AdvisorMr. Bottenberg is a Principal at Fyntex, Inc, one of the country's leading 1031 exchange facilitators and processors.
Prior to being a Co-Founder at Fyntex, Mr. Bottenberg successfully completed more than 40,000 exchanges and led numerous firms in the tax-deferred exchange space since 1990.
Since joining Fyntex, Mr. Bottenberg has assisted with the development and deployment of the nation's first modern, end to end tax-deferred exchange processing platform which provides unprecedented data and funds security, as well as 24/7 transactional transparency to Exchangers and their advisors.
Contact Tom at [email protected]