Lana Jeppesen

Financed Equipment Rental for Major Tax Deductions

July 1, 2025 For clients operating capital-intensive businesses Or seeking significant deductions before year-end, The Financed Equipment Rental strategy is one worth considering. Here’s how it works: For example: A $50K investment might produce a $300K+ deduction — All while preserving liquidity. This approach is particularly well-suited for clients with: As always, this type of …

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Important BOI Reporting Update: New Deadline is March 21

We want to keep you informed about important updates regarding Beneficial Ownership Information (BOI) reporting requirements. The Financial Crimes Enforcement Network (FinCEN) has recently announced that most small businesses required to file BOI reports will now have until March 21, 2025, to do so. Key Updates Background on BOI Reporting The Corporate Transparency Act (CTA), …

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