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Understanding Lease Accounting Basics

May 5, 2025

Lecture Notes: Lease Accounting

Introduction to Lease Accounting

  • Lease Definition: A lease is a contractual agreement between a lessor (company, bank, or individual leasing out equipment) and a lessee (entity using the equipment and making payments).
  • Lease Term: Can span multiple years and accounting periods, e.g., 2020-2024.
  • Payment Timing: Payments typically due at the beginning of the accounting period, coinciding with the start (commencement) of the lease.

Types of Leased Equipment

  • Commonly leased items include:
    • Information Technology equipment (e.g., computers)
    • Transportation equipment
    • Construction equipment
    • Agricultural equipment

Reasons for Leasing Equipment

  • Mitigating Obsolescence: Leasing reduces the risk of equipment becoming obsolete; equipment can be returned and replaced.
  • Flexibility: Lease agreements offer flexibility with terms that can be short or long-term.
  • Cost-effective Financing: Leasing can be less costly than financing a purchase outright.

Lessor Overview

  • Types of Lessors:
    1. Banks: Leverage easy access to capital to lease equipment.
    2. Captive Leasing Companies: Associated with manufacturers, providing lease financing for their products (e.g., Ford Motor Credit, Caterpillar Financial Services Corp).
    3. Independents: Non-bank, non-captive companies that provide leasing services.

Benefits for Lessors

  • Profitability: Leasing equipment is profitable, especially for banks due to lower interest rates.
  • Sales Stimulation: Captive leasing (e.g., Ford Motor, Caterpillar) boosts sales of parent company products.
  • Tax Considerations: Leasing arrangements can offer tax benefits.
  • Residual Value: Equipment often returns with higher-than-expected residual value, allowing lessors to gain additional profit.