Real Augusta Rule Results From Actual Businesses
Businesses across multiple industries have implemented the Augusta Rule tax strategy using Augusta Rule IQ.
These are real documented outcomes from completed engagements. Client identities have been removed for privacy.
If you're unfamiliar with the strategy, learn how the Augusta Rule works.
Sample of Documented Augusta Rule Results
Representative sample โ not a complete list of all implementations.
Each case represents businesses renting their residence to their business for up to 14 meeting days per year, with fair market value documentation prepared through Augusta Rule IQ. Learn about our Augusta Rule documentation process.
Sample Augusta Rule Case Studies
A sample of completed implementations. Client identities removed for privacy.
| Case Study | Industry | Meeting Days | Documented Value | Result |
|---|---|---|---|---|
| Case 1 | Professional Services | 14 days | $50,400 | Completed |
| Case 2 | Real Estate | 14 days | $14,784 | Completed |
| Case 3 | Logistics Company | 14 days | $16,128 | Completed |
| Case 4 | Financial Advisory Firm | 14 days | $7,488 | Completed |
| Case 5 | Construction Company | 14 days | $16,800 | Completed |
| Case 6 | Mortgage Company | 14 days | $13,440 | Completed |
| Case 7 | Small Business Owner | 14 days | $10,080 | Completed |
| Case 8 | Management Company | 14 days | $8,736 | Completed |
| Case 9 | Service Business | 14 days | $9,268 | Completed |
| Total | $148,124 | |||
These case studies represent actual Augusta Rule IQ implementations where businesses documented fair market rental value for up to 14 days per year, consistent with IRC Section 280A(g). Read the Augusta Rule FAQ for additional questions.
Understanding the Augusta Rule
The Augusta Rule (IRC Section 280A(g)) allows homeowners to rent their residence to their business for up to 14 days per year without recognizing the rental income on their personal tax return.
The business deducts the rental expense
The homeowner receives the rental income tax-free
The rental rate must reflect fair market value
Built for Proper Documentation
Augusta Rule IQ focuses on IRS-defensible documentation.
Fair Market Value Analysis
Third-party comparable venue data to support your rental rate.
Meeting Documentation Records
Agendas, minutes, and attendance records for every session.
Property Usage Documentation
Clear records of business use, consistent with ยง280A(g) requirements.
Audit-Ready Reporting
Complete package organized for immediate IRS response if needed.
Why Business Owners Use the Augusta Rule
Many business owners overlook this strategy because it requires proper documentation and fair market value support.
Augusta Rule IQ simplifies this process by providing CPA-designed workflows that generate audit-ready documentation in one place.
Use the Augusta Rule Calculator to estimate your potential value โ
See Your Augusta Rule Opportunity
The potential rental value varies depending on your property, business activity, and meeting structure.
Use our Augusta Rule Calculator to estimate the potential value for your situation.
Compliance Notice
Results vary depending on property characteristics and business facts. Augusta Rule strategies must be implemented properly and documented according to IRS guidelines. Circular 230 Notice: This material is not intended or written to be used for the purpose of avoiding penalties under the Internal Revenue Code.