James D. Lockhart, JD, LLM, CPA
Partner
Jim Lockhart serves as the national leader of Wipfli's real estate practice. He has nearly 20 years of experience dedicated to providing extraordinary, proactive advice to help clients succeed and grow. He serves a full range of construction, real estate, and hospitality organizations, specializing in investment and development due diligence, financing, tax and business structuring, construction services, and exit strategies.
Certifications- Juris Doctor
- Master of Laws in Taxation
- Certified Public Accountant
- U.S. Supreme Court - Article citation
- Federal courts of appeals - Various article citations
- Federal district courts - Various article citations
- U.S. Tax Court - Various article citations
- National, regional, and local speaker at legal and real estate conferences
- University of Minnesota Law School - Adjunct tax professor
- University of Minnesota School of Business - Adjunct tax professor
- William Mitchell College of Law - Adjunct tax professor
Services
CPA Tax ServicesIndustries
Construction and Real EstateEducation
New York University School of Law- Master of Laws in taxation
- Juris Doctor
- Bachelor of science degree in business administration with a major in accounting
Recent Insights
Articles
Our 2022 outlook for the real estate market
Dec 27, 2021
Tax relief options for real estate brokers
May 12, 2020
Real estate brokers: Figuring out your PPP and EIDL eligibility and how to calculate your loan amount
May 11, 2020
Opportunity Zone Regulations: Summarizing the Key Updates
Apr 21, 2019
Webinars
Construction and real estate year end tax strategies
Dec 02, 2020
Opportunity Zones Market Update
May 28, 2020
