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Although Bruce planned on a grand opening on July 01, 2013, the construction was not completed until July 29, 2013, causing Bruce to delay the

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Although Bruce planned on a grand opening on July 01, 2013, the construction was not completed until July 29, 2013, causing Bruce to delay the grand opening until August 01, 2013. On August 01, 2013, Bruce purchased a new truck for $45,000, which weighs 19,000 pounds, to be used 1009% in the business for pickups and deliveries. Bruce planned to finance the new business with the $75,000 inheritance he received on 03/01/2013, from his late father's estate. Bruce also planned to use $100,000 of savings he had invested with Madoff Investment Securities (_IS) but learned on 3/29/2013, that his entire savings was lost as a result of a massive ponzi scheme. In order to come up with the additional funds needed to fund the construction, equipment, and inventory, Bruce's grandfather loaned him $125,000 on 05/15/2013. On December 25. 2013, Bruce received a letter from his grandfather stating that he forgives the entire $125,000 loan effectively immediately. For 2013, the bike shop generated the following revenues and incurred the following expenses: Sales, Rental, & Service Revenue 5 275,000.00 Inventory purchased 100,000.00 Inventory on hand at December 31, 2013 60,000.00 Rent from (August 01 - December 31, 2013) 50,000.00 Salaries 75,000.00 Supplies 10,000.00 utilities 12,000.00 Promotional expense 4,000.00 Travel to Trade Shows 2,500.00 Meals & Entertainment 3,000.00 Postage and Delivery 3,500.00 Telephone 2,000.00 Attorney fees 5,000.00 Pre-startup investigative expense 51,000.00 Other relevant information: Bruce has decided that he wants to minimize his tax as much as legally possible and has requested your assistance in preparing his 2013 Federal income tax return. Bruce has asked you to write off as much of the operating and capital expenditures as legally possible including IRC Sec 179 expense on all qualifying equipment but not leasehold improvements, additional first year depreciation, accelerated depreciation, and amortization. The company has adopted the accrue method of accounting for inventory and cash method for all other purposes. 2

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