Tax Mitigation & Wealth Preservation Strategies

Innovative | Comprehensive | Proactive

Real Estate Development

real estate development

Opportunity Zones

opportunity zones

Historic & PReservation Tax Credits

historic tax credits

Renewable Energy Tax Credits

renewable energy tax credits

Movie & Film Credits

film industry

Oil & Gas Exploration

Oil & Gas Exploration

Alternative Investments in Qualified Opportunity Zone Funds, Federal and State Tax Credits, Oil and Gas, 1031 Exchange and other Advanced Strategies Focused on Deferring, Reducing or Eliminating Tax Liability.

Engineered Tax Exchange, LLC (ETE) was formed in 2018 with partners from QMAC Capital, Engineered Tax Services and The Gonzalez Family Office.  The unique focus of ETE is developing tax mitigation strategies through alternative investment products on behalf of institutional, corporate and family office investors.  ETE also incorporates a unique technology platform which provides a Comprehensive, Proactive, Interactive compliance and workflow management tool for tax credits, incentives and the new Qualified Opportunity Zone funds. 

Why wait until after the year is over to review what can be been done now to potentially save $ Millions!

    • Real Estate Development: New Market Tax Credits, Low Income Housing Tax Credits (LIHTC), Fed, State & Local Incentives 

    • Opportunity Zones: Project Qualification, Structuring, Investor Capital, Cap Gain Equity, Fund Management, Compliance

    • Historic & Preservation Tax Credits: Historic Buildings, Land Conservation, Air Rights, Façade Easements

    • Renewable Energy Tax Credits: Solar, Wind, Geothermal, Biofuels, Microturbines, Microgrid

    • Movie & Film Credits: State Tax Credits and Incentives for Film, T.V, Animation, Digital Media Projects

    • Oil & Gas Exploration: Tangible and Intangible Drillings Cost Deductions, Depletion Allowance Income

    SERVICES

    ETE Services Diagram

    ABOUT 

    john patrick mcelwee

    John Patrick McElwee, CEO

    John is a finance professional, with nearly 30 years of sales and finance experience focused on real estate, renewable energy, and fixed income products. Most recently, John managed U.S. institutional investor relations at Kawa Capital with products focused on real estate and renewable energy. Prior to Kawa Capital Partners, John lead a team at Kildare Capital that managed the auction platform for over $12 billion dollars of Auction Rate Securities (ARS), and traded over $7 billion of ARS. John recently advised a private renewable energy developer and a family office partner with the launch of a $250mm private fund.

    Contact Info: John@EngineeredTaxExchange.com | Direct (215) 287-9997

    john patrick mcelwee

    John Patrick McElwee, CEO

    John is a finance professional, with nearly 30 years of sales and finance experience focused on real estate, renewable energy, and fixed income products. Most recently, John managed U.S. institutional investor relations at Kawa Capital with products focused on real estate and renewable energy. Prior to Kawa Capital Partners, John lead a team at Kildare Capital that managed the auction platform for over $12 billion dollars of Auction Rate Securities (ARS), and traded over $7 billion of ARS. John recently advised a private renewable energy developer and a family office partner with the launch of a $250mm private fund.

    Contact Info:

    John@EngineeredTaxExchange.com | Direct (215) 287-9997

    christopher mchugh

    Christopher McHugh, CIO

    Christopher McHugh, CIO Chris was a founding partner of Turner Investments, where he served as senior portfolio manager and security analyst. He served as the lead portfolio manager of the Turner Midcap Growth Fund from 1996 through December of 2016, managing over $5 Billion in assets for this fund. Chris was instrumental in developing Turner’s growth strategy into new product areas such as alternative investments and global products. Investments managed in excess of $27 billion in AUM, of which Chris was responsible for oversight and management.

    Contact Info:

    Chris@EngineeredTaxExchange.com | Direct (484) 905-1542

    Julio Gonzalez

    Julio P. Gonzalez 

    Julio Gonzalez is the CEO and founder of Engineered Tax Services, Inc. (ETS). Julio saw the need for a company that could provide services to CPA firms, business owners, and commercial property owners to utilize specialty tax incentives previously available only to Big 4 accounting firms and Top 100 corporations. His vision encompassed a way to allow clients the utilization of tax incentives that could increase cash flow, expand service offerings, retain competitive advantage, and provide all of these consultative services under one roof. His insight, many years of tax & engineering expertise, and entrepreneurial drive have been the key factors in the long-term success and growth of ETS. His professional expertise has earned ETS the recognition for being the leading Specialty Tax provider for its ability to take full advantage of every IRS opportunity, resulting in huge benefits for business owners and property investors of all sizes across the country. Julio also founded The Gonzalez Single Family Office which oversees two operational companies, direct and indirect investments portfolios.

    Contact Info:

     julio@gonzalezfamilyoffice.com | Direct (561) 253-6640

    Michael D'Onofrio

    Michael F. D’Onofrio

    Michael is the Managing Director at ETS and a member of the Executive Board, specializing in national client development, relationship management and strategic direction. A frequent speaker and professional educator for CPAs, Real Estate and Family Office Investors with a focus on Federal, State and Local Tax Credits, Incentives, R&D Credits, Cost Segregation Studies, Renewable Energy Credits and new Opportunity Zone Strategies to help savvy companies, property owners and top accounting firms across the country benefit from under-utilized tax strategies to maximize investments and increase cash flow.

    Previously at Treasure Coast Capital Partners, Michael specialized in diverse experience with M&A, project financing, manufacturing, logistics, renewable energy, fuel distribution, real estate, healthcare and medical technologies. Michael worked closely with a network of family offices, strategic investors and management teams cultivating relationships, evaluating synergistic opportunities to exceed expectations. Also an original founder and COO at NewGen Technologies and ReFuel America, Michael played an integral role in the initial development of corporate global strategic initiatives.  Michael also worked with private investors in the medical industry opening multiple diagnostic imaging facilities across the U.S. utilizing some of the most advanced diagnostic imaging technology. 

    Michael started his career with The Sherwin-Williams Company assisting many of the largest retailer's with private label projects and strategic expansion including Walmart, Home Depot, Lowe's where he organized and managed sales teams,  developed innovative marketing programs and implemented new products. Michael obtained his MBA at Nova Southeastern University's Huizenga Graduate School of Business and Entrepreneurship in Ft. Lauderdale FL after undergraduate studies at John Carroll University in Cleveland OH.  Michael works out of Charlotte NC and Palm Beach FL.

    Contact Info:

    mdonofrio@engineeredtaxservices.com | Direct (561) 762-0044

    christopher mchugh

    Christopher McHugh, CIO

    Chris was a founding partner of Turner Investments, where he served as senior portfolio manager and security analyst. He served as the lead portfolio manager of the Turner Midcap Growth Fund from 1996 through December of 2016, managing over $5 Billion in assets for this fund. Chris was instrumental in developing Turner’s growth strategy into new product areas such as alternative investments and global products. Investments managed in excess of $27 billion in AUM, of which Chris was responsible for oversight and management.

    Contact Info: Chris@EngineeredTaxExchange.com | Direct (484) 905-1542

    Michael D'Onofrio

    Michael F. D’Onofrio

    Michael is the Managing Director at ETS and a member of the Executive Board, specializing in national client development, relationship management and strategic direction. A frequent speaker and professional educator for CPAs, Real Estate and Family Office Investors with a focus on Federal, State and Local Tax Credits, Incentives, R&D Credits, Cost Segregation Studies, Renewable Energy Credits and new Opportunity Zone Strategies to help savvy companies, property owners and top accounting firms across the country benefit from under-utilized tax strategies to maximize investments and increase cash flow.

    Previously at Treasure Coast Capital Partners, Michael specialized in diverse experience with M&A, project financing, manufacturing, logistics, renewable energy, fuel distribution, real estate, healthcare and medical technologies. Michael worked closely with a network of family offices, strategic investors and management teams cultivating relationships, evaluating synergistic opportunities to exceed expectations. Also an original founder and COO at NewGen Technologies and ReFuel America, Michael played an integral role in the initial development of corporate global strategic initiatives.  Michael also worked with private investors in the medical industry opening multiple diagnostic imaging facilities across the U.S. utilizing some of the most advanced diagnostic imaging technology. 

    Michael started his career with The Sherwin-Williams Company assisting many of the largest retailer's with private label projects and strategic expansion including Walmart, Home Depot, Lowe's where he organized and managed sales teams,  developed innovative marketing programs and implemented new products. Michael obtained his MBA at Nova Southeastern University's Huizenga Graduate School of Business and Entrepreneurship in Ft. Lauderdale FL after undergraduate studies at John Carroll University in Cleveland OH.  Michael works out of Charlotte NC and Palm Beach FL.

    Contact Info: mdonofrio@engineeredtaxservices.com | Direct (561) 762-0044

    Kimberly Lochridge

    Kimberly is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kimberly 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 also serves on the Investment Council for the Gonzalez Family Office where she reviews potential opportunities and co-investments the family’s portfolio. This activity has earned her a seat on the tax committee for the Washington D.C. based Real Estate Roundtable group as well as a variety of board positions.

    Prior to joining ETS and the Gonzalez Family Office, 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.

    Contact Info: klochridge@engineeredtaxservices.com | Direct (971) 213-8686

    Heidi Henderson

    Heidi oversees the Marketing and Advertising efforts along with business development for ETS. Her career has been spent in private accounting within the commercial real estate, development, and construction industries. This background allowed her to quickly adapt to the services offered by ETS as they relate to CPA’s, business owners, and property investors nationally.

    Heidi lives in Northern Utah with her husband and three children, and a number of animal friends. Although she enjoys traveling she can be found after hours outside biking, skiing, boating or sitting on the back of a horse.

    Contact Info: hhenderson@engineeredtaxservices.com | Direct (801) 564-4464

    CONTACT 

    We are looking forward to hearing more about your investment opportunities.

    Please feel free to get in touch via the form below, we will get back to you as soon as possible.

    Engineered Tax Exchange 

    303 Evernia Street, STE 300

    West Palm Beach, FL 33401

    (800) 236-6519