Heavy construction equipment at golden hour

Built for liquidity events & top bracket earners

Turn this year's tax bill into a fleet that pays you back.

A done for you route for sellers of businesses and high bracket earners to hold a real, revenue producing equipment portfolio and claim full first year bonus depreciation operated end to end by a major U.S. publicly listed rental company.

The Strategy

Turn depreciation into real tax savings.

A full first year write off generates an ordinary business loss. When paired with material participation in the rental activity, that loss may be applied against virtually any taxable income on your return, including:

  • W 2 wages
  • Pass-through K-1 income
  • Capital gains from business or asset sales

Subject to IRS rules regarding material participation, basis, and your overall tax situation. Your CPA should verify eligibility before implementation.

Are you a right fit?

Two kinds of investors, same programs.

The structure is built around two clear profiles. If neither matches, there is still a narrow path see the third card below.

W-2 active high-income earner $500K+.

Physicians · attorneys · tech executives · high-bracket professionals

You're earning $500K or more in active W-2 income and watching a large share of it leave as tax each year. You want a real, owned asset that legitimately shrinks this year's taxable income through full first-year bonus depreciation.

The equipment qualifies on its own. Whether your return can use the deduction comes down to at-risk basis, material participation, and your broader facts your CPA signs off on the fit.

Windfall tax management.

Business exit · stock sale · inheritance · standout investment year

A liquidity event just landed and the tax bill behind it is significant. You want a tangible home for the proceeds an income-producing portfolio that isn't tied to the equity markets and doesn't require you to operate a business to own it.

The full equipment basis is generally eligible for full first-year bonus depreciation, converting the windfall into a hard asset while cutting the same year's tax bill in a single move.

Earning less than $500K?

A short window may still be open to you.

Below the $500K threshold the program is only made available during a brief window each year, with limited allocation. Whether it's a fit depends on your full picture income mix, basis, and timing.

Schedule a call to see if this is available →

01

Earthmoving

Grading · Heavy civil work

  • · Dozers
  • · Excavators
  • · Skid steers

02

Aerial Access

At-height work · Service jobs

  • · Scissor lifts
  • · Telescopic booms
  • · Articulating booms

03

Material Handling

Warehousing · On-site logistics

  • · Forklifts
  • · Telehandlers