Understanding Bareboat Charters [Income Tax]: Legal Insights and Implications

Definition & Meaning

A bareboat charter is an agreement where a vessel is leased without a crew or provisions. The charterer takes on the responsibilities of operating the vessel. According to U.S. tax law, specifically 26 USCS § 1355, a person is considered to be operating a vessel under a bareboat charter only if certain conditions are met. These conditions include that the vessel must be temporarily surplus to the person's needs and the charter term cannot exceed three years. Additionally, the vessel may be chartered to a member of a controlled group or to an unrelated person who subsequently charters it to a member of that group.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A company owns a yacht that is not being used for its business operations. The company decides to bareboat charter the yacht to another company for a period of two years. This arrangement qualifies under the tax provisions as the yacht is surplus to the owner's needs and the charter term is within the allowable limit.

Example 2: A shipping firm charters a vessel to a member of its controlled group for a short-term project. The charter complies with the requirements since the vessel is not currently needed by the firm, and the charter does not exceed three years.

What to do if this term applies to you

If you are considering a bareboat charter, ensure you understand the legal requirements and tax implications. It may be beneficial to consult a legal professional to navigate the complexities involved. Additionally, you can explore US Legal Forms for templates that can assist you in drafting the necessary agreements and documentation.

Key takeaways

Frequently asked questions

A bareboat charter is an agreement to lease a vessel without crew or provisions, where the charterer is responsible for its operation.