Aircraft Ownership Tax Strategy

Own a real aviation asset. Evaluate the economics first.

A private, owner-side approach to aircraft acquisition: independent selection and inspection, potential 100% bonus depreciation on the eligible basis for aircraft placed in service after January 19, 2025, and charter deployment with a certificated Part 135 operator.

This is an educational overview, not a securities offering. There are no offering terms, fees, minimum investment or projected returns, and it is not an E11evate Financial capital raise.

Why owners look at this strategy

01

A tangible, financeable asset

The aircraft must make sense on its own — records, maintenance position, charter demand and residual value are reviewed before any tax question.

02

Basis may include financing

Financed amounts may be included in cost basis, so a potential deduction is not limited merely to the down payment. Actual use of losses may be limited.

03

Charter may offset costs

Charter revenue through a certificated Part 135 operator may offset carrying costs, but may not cover debt service or expenses.

Illustrative example — not a minimum or a promise

Aircraft acquisition
$6,000,000
Cash equity (30%)
$1,800,000
Financing (70%)
$4,200,000
Potential year-one depreciation*
$6,000,000

*Assumes the full eligible business basis and every condition is met. A deduction is not the same as tax savings; basis, at-risk, passive-activity and other loss rules may limit its use, and personal use reduces the qualifying basis.

Request a confidential strategy review

Confirm your email address with a one-time code, then tell us about your situation. A relationship manager will reply; nothing is shared with any third party without your agreement.

  1. Email address
  2. Verify code
  3. Your request

Any email address you check regularly is fine — business or personal.

Already working with the firm? Visit the client portal or sign in to your portal.

This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product in any jurisdiction. Any such offer would be made only through definitive offering documents to qualified prospective investors.

Educational information only; not tax, legal or investment advice and not an offer of securities. Your independent advisers determine suitability and any tax result.