Free Guide

Tax Ownership
in Leases

Who the IRS Says Owns the Asset — and Why It Matters More Than Your Lease Says.

GK
George Kelly, E.A.
Senior Finance Professional | Equipment & Project Financing

A Practical Guide for Lessees and Their Advisors

Tax Ownership in Leases

Who the IRS Says Owns the Asset — and Why It Matters More Than Your Lease Says

A plain-language guide to how the IRS determines tax ownership in equipment leases, and why it matters for lessees and their advisors.

George Kelly, E.A.

Senior Finance Professional | Equipment & Project Financing

Understanding tax ownership in equipment leases

A practical framework for lessees and advisors navigating the tax treatment of equipment leases.

01

The IRS true owner test

How the IRS determines who really owns the asset for tax purposes — regardless of what your lease agreement calls it.

02

Why it matters to lessees

The financial statement and tax implications of being treated as the tax owner — and when it helps versus when it hurts.

03

Common structures decoded

How the IRS views True Leases, $1 Buyouts, TRAC leases, and other structures — and which party gets the tax benefits.

04

Practical planning guidance

Questions to ask your lessor and advisor before signing — to avoid surprises when filing your tax return or preparing financial statements.

GK

George Kelly, E.A.

Senior Finance Professional · Equipment & Project Financing

A practitioner-focused perspective on equipment lease tax treatment, grounded in real deal experience across equipment and project finance transactions.

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