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U.S. Federal Augusta Rule
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Augusta Rule
Choose an applicable year 2022 | 2021
Overview
Overview
Do I Qualify for the Augusta Rule?
Augusta Rule Details
There Are Thousands of Other Tax Planning Strategies Your Clients Are Missing Out On
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Benefits
Considerations
Assumptions When Taking the Augusta Rule
Requirements to Claim the Augusta Rule
Business Entities That Can Claim the Augusta Rule
    Additional Tax Strategies You May Qualify For
    The material discussed on this page is meant for general illustration and/or informational purposes only and is not to be construed as investment, tax, or legal advice. You must exercise your own independent professional judgment, recognizing that advice should not be based on unreasonable factual or legal assumptions or unreasonably rely upon representations of the client or others. Further, any advice you provide in connection with tax return preparation must comply in full with the requirements of IRS Circular 230.

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