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Wipfli

150 S 5th Street, Suite 2000

Minneapolis, MN 55402

952.548.3400

www.wipfli.com/real-estate

James D. Lockhart, JD, LLM, CPA

Partner

jlockhart@wipfli.com

Services Provided

Our team of professionals provide a range of solutions including audit and accounting, compliance consulting, cost segregation, research and development tax credit, customer relationship management, technology management, cybersecurity, mergers and acquisitions, state and local tax, property tax review and appeal and valuation and litigation support services. Visit wipfli.com/real-estate to see how we can help you address financial, operational and management challenges.

Company Description

Creating lasting, positive impact with exceptional service With more than 84,000 clients and 2,400 associates, Wipfli ranks among the top 20 accounting and business consulting firms in the nation. Business today is more fluid than ever. Helping firms achieve their goals takes imagination, discipline and a process that delivers results today while anticipating tomorrow’s demands. That’s Wipfli. Our people are eternal students, bringing cross-industry experience and creativity to help clients see beyond today’s most complex business challenges. From operational improvements and performance enhancements to large-scale digital transformation, we help clients achieve lasting results and set their sights on new goals. We see success for what it is: a continual process. Nonlinear. But always advancing. Always progressing — from curiosity, to clarity, to results — time and again.

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