Plan your payments for tax savings
With a tax lease, your tax deductions match your cash flow. Wellington
designs each lease individually for each customer. If you are expecting a
higher (or lower) than average taxable income year, we can plan the lease
payments to maximize (or minimize) your deductions.
Using a Lease in your Estate Plan
One family member, partnership or corporation can lease an asset, and if
that entity does not wish to purchase the asset at the end of the lease, a
different entity or younger family member can purchase the asset. This way,
assets can be transferred without incurring gift taxes.
Items that are owned are part of an estate. Items that are leased are not
assets of the estate and the heirs may be able to assume the lease.
With a tax lease, your tax deductions match your cash flow. Wellington
designs each lease individually for each customer. If you are expecting a
higher (or lower) than average taxable income year, we can plan the lease
payments to maximize (or minimize) your deductions.
karen@wellingtonfinance.com
