Supported Event Types
Reference Guide for Business Events Eligible Under the Augusta Rule
For an event to qualify under the Augusta Rule, it must be considered "ordinary and necessary" for your business under IRS standards—meaning directly related to operating, managing, or promoting the business, and not lavish or primarily personal.
Below is our list of qualifying event types, organized by category to help you identify opportunities for your business.
Important: This list is not exhaustive, as every business is unique. These examples provide general guidance to help you think through events that could apply for your business. Always consult with your CPA or tax professional to ensure your specific events qualify.
- Board Meetings (quarterly, annual, or special)
- Shareholder or Partner Meetings
- Executive Offsites (with documented strategy or planning agenda)
- Quarterly or Annual Business Reviews (QBRs/ABRs)
- Budget and Forecasting Sessions
- Corporate Strategy Planning
- Mergers & Acquisitions (M&A) Planning
- Compliance and Risk Management Reviews
- Annual Financial Audit Review
- Quarterly Financial Review
- Monthly Financial Review
- Budget Kickoff / Operating Plan Meetings
- Tax Planning or Year-End Tax Strategy Sessions
- Compensation and Bonus Planning
- Capital Expenditure or Investment Planning
- Banking, Financing, or Cash Flow Strategy Meetings
- Expense Policy or Vendor Contract Reviews
- Compensation Planning & Pay Band Reviews
- Benefits Review / Open Enrollment Sessions
- Performance Review or Feedback Calibration Meetings
- Leadership or Management Training Workshops
- Policy or Compliance Training
- Recruiting & Hiring Events (career fairs, interviews)
- Onboarding or Orientation Programs
- Exit Interviews & Workforce Planning Sessions
- Department or Team Meetings (weekly, monthly)
- Cross-Functional Project Reviews
- Product Roadmap or Launch Planning
- Process Improvement Workshops
- Safety, IT Security, or Compliance Reviews
- Vendor or Partner Coordination Meetings
- Systems Audit or Technology Review
- Sales Kickoff (SKO)
- Quarterly Sales Review
- Marketing Campaign Planning
- Customer Advisory Board (CAB) Meetings
- Client Appreciation Events (with a business purpose)
- Product Demo or Launch Events
- Trade Shows / Industry Conferences
- Press or Media Briefings
- Company Retreats (agenda includes training, planning, or reviews)
- Team-Building Activities
- Employee Appreciation Events
- Milestone or Service Anniversary Celebrations
- Holiday or Year-End Parties (reasonable, not lavish)
- "Lunch & Learn" or Educational Sessions
- Wellness or Health Initiatives
- Investor Updates or Roadshows
- Partner or Vendor Summits
- Community Engagement or Volunteer Events (company-sponsored)
- Regulatory or Legal Compliance Meetings
- Government Relations or Industry Association Meetings
- Contract Review or Renewal Meetings
- Insurance Review or Risk Assessment Sessions
- Legal Policy Updates
- Record Retention / Data Privacy Reviews
- Internal Audit or Control Review
57+ Qualifying Event Types Across 8 Categories
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