The Augusta Rule, in a box.
You read about it in the book. Here's the complete toolkit to implement it the right way — templates, checklists, and the documentation that makes it hold up.
Free download · built by Vance Wealth · powered by simplify365®
The Augusta Rule in a Box
Your complete toolkit for implementing the Augusta Rule the right way — powered by simplify365®
Everything you need to do it right
The Augusta Rule lets you rent your home to your business up to 14 days a year, tax-free. The catch is documentation. This kit is the documentation system — the same one we use with our own clients.
What the Augusta Rule is
The strategy, the potential savings, and the compliance risks to avoid — in plain language.
7-step implementation process
From reserving your 14 days to claiming the income correctly, with a printable checklist.
Fair market value analysis
How to set a defensible daily rate, with the hotel-vs-home comparison worksheet.
Sample planning day schedule
A full-day structure you can follow to make the day count — and document it.
Sample rental agreement
A starting template to adapt with your attorney for your situation and state.
The business-purpose framework
How your monthly planning day creates the legitimate business purpose that holds up.
Get the Augusta Rule in a Box kit
Tell us where to send it and we'll email you the complete toolkit — free, no obligation.
- The full 10-page implementation kit (PDF)
- Templates, checklists, and worksheets included
- Built by Vance Wealth, powered by simplify365®
Send me the kit
We'll never share your information. You'll get the kit plus a few helpful emails — unsubscribe anytime.
Want help putting it into practice?
The Augusta Rule is a great place to start — but it's just the entry point. When you're ready to look at your full tax picture, here are two ways to take the next step.
Book a consultation
Take the short Augusta Rule quiz and schedule time with a simplify365® advisor to talk through your situation.
Book an appointment →Call us directly
Have a question or want to get straight to a conversation? Give the team a call.
(888) 775-0950
“The Augusta Rule rewards preparation. This kit is how you prepare — the same framework we use with our own clients.”
John Vance, CFP® — Founder & CEO, Vance Wealth · author of The Simplify Day
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