Karen J. Koch, CPA, MT is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. In 2012, Karen started her own tax consulting practice to serve as a resource to support the accounting framework for accelerated cash flow and energy incentives. Karen has expanded her partner role with Bedford Cost Segregation, LLC to build the Midwest region and a national focus to incorporate the in-house Bedford engineering expertise to support unique tax solu¬tions to the end user, professional consulting firms working in the energy industry, and CPA firms.
As a Certified Public Accountant with a Masters in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is particularly qualified to assist both internal and external accounting teams, delivering solutions throughout the real estate life cycle; seamlessly integrating fixed asset analysis and enhanced cost segregation studies with tax incentives for energy efficient building improvements to produce immediate and recurring financial benefits for clients nationwide.
As a resource for a global manufacturer of energy efficient lighting, Karen works directly with system and solution teams to assist their customers and CPAs to secure tax incentives. She continues to play an influential role working with CPA firms to build revenue streams focused on commercial real estate clients and provide continuing education to increase the firm’s expertise.
Karen’s experiences have furthered her commitment to building solid business relationships by delivering excellent personal service with long lasting financial benefits.
Karen gained significant industry expertise working at Crowe Horwath (formerly Crowe Chizek) where she specialized in tax compliance and consulting for middle market companies and high-wealth individuals and was an integral part of the firm’s cost segregation practice.
Karen has lectured extensively on cost segregation and related tax-planning strategies for numerous industry groups and associations including the American Institute of Certified Public Accountants (AICPA), CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.
Her Professional Memberships Include:
American Institute of Certified Public Accountants (AICPA)
Member AICPA Energy Tax Policy Task Force
Women in Commercial Real Estate (WCRE), formerly CREW
Board of Directors WCRE Louisville, Chapter Delegate, and past member CREW Finance Committee
Kentucky Society of Certified Public Accountants (KYCPA)
United States Green Building Council (USGBC)
Her Professional Honors Include:
2009 CPA Magazine’s Top 40 Tax Advisors to Know During a Recession
Women Into Leadership – Crowe Chizek
She has a BS in Accounting from the University of Virginia and a Master of Taxation from Old Dominion University.
Her civic involvement includes:
BeFriender Ministry Leader
Council Member Christ Lutheran Church