James Lockhart
Tax Partner, Real Estate
Aprio Advisory Group, LLC
Who I work with
I work with real estate funds, developers, syndicators, REITs, DSTs, and multi-generational real estate family offices. I have also worked with large construction companies and hospitality companies with respect to their real estate portfolio.
My specialty
Due to my vast experience and the creativity I bring to my work, clients come to me when they need a knowledgeable, proactive tax advisor. With over 20 years of experience, I’ve been able to develop a deep understanding of various real estate transactions, their opportunities and pitfalls, and often find a path when others do not. I have helped many clients successfully navigate through various real estate cycles and economic challenges by giving them the support and expertise needed to be successful.
Results I have delivered
My clients appreciate my proactive approach to their business so they can stay ahead of the curve on a tax and financial basis. Due to this approach, there are no surprises for clients, and they are able to take full advantage of what the tax law allows with respect to real estate and how it impacts them, personally.
Unique things about me
My love for my work has rubbed off on my children – I have a son who is a very successful tax lawyer in Chicago!
When I am not at work
Outside of work, I enjoy spending time with my wife, children, and grandchildren, as well as my pug, Myrtle. I describe myself as her personal sherpa! My wife and I often walk on the beach searching for sea glass to collect.
People say I am
Knowledgeable, passionate, and committed to my clients’ success.
Affiliations
James holds a B.S. in Accounting, a J.D. from the University of South Dakota, and an LL.M. in Taxation from New York University School of Law.