Unlocking the
Augusta Rule
for Clients
Turn your knowledge of §280A(g) into a high-value advisory service clients actually pay for. Learn the technical rules, the client conversation, and the full implementation system that makes you indispensable.
From Compliance Grinder
to High-Value Advisor
Most tax professionals know the Augusta Rule exists. Very few know how to implement it correctly, explain it confidently to clients, and turn it into a recurring revenue stream for their practice.
This course changes that. Built for Enrolled Agents, CPAs, and tax professionals ready to move beyond tax prep and step into the role of a proactive tax strategist, it walks you through every layer of the Augusta Rule from the IRS technical foundation all the way to the client conversation and ongoing compliance maintenance.
You will leave this course with a repeatable system: how to identify the right clients, how to present the strategy so they say yes, how to set up every required document, and how to maintain it through the year without it falling apart. The goal is not just knowledge. The goal is implementation.
Whether you have one qualifying client or twenty, this is a strategy that can generate real, measurable tax savings while positioning you as the advisor they cannot afford to lose.
This Is Your Story
Hover each card to see the full picture.
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What Changes When
You Master This Strategy
Before This Course
- Churning through returns at flat rates
- Clients see you as a commodity
- Advisory feels too risky to offer
- Missing strategy conversations
- Leaving real savings on the table
- Compliance work with no recurring value
After This Course
- Offer a premium, recurring advisory service
- Clients see you as indispensable
- Full IRS-defensible implementation system
- Proactive conversations that build loyalty
- Real, documented tax savings for clients
- A repeatable system that scales
What You Will Be
Able to Do
Upon completing this course, participants will meet the following NASBA and IRS CE learning objectives:
Identify the requirements that must be met for a taxpayer to exclude home rental income under the 14-day rule, including the day limit, property type, and income reporting treatment.
Recognize which business entities and client situations are eligible to implement the Augusta Rule strategy, using client indicators such as employee count, partner structure, and event frequency.
Apply the documentation and substantiation steps required to support a defensible Augusta Rule deduction, including board resolutions, rental agreements, fair market value research, meeting minutes, invoicing, and payment records.
Differentiate between compliant implementation practices and common errors that disqualify the deduction, such as exceeding the 14-day limit, inflated rental rates, missing paper trails, and personal use disguised as business use.
Course Policies
Completion & Earning Credit
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Earning CE CreditCompletion of the qualified assessment must be within one year of the date of purchase or enrollment.
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Completion RequirementsParticipants must complete all videos and review questions, and achieve a passing score of 70% or better on the final exam. Unlimited retakes are allowed.
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Refund PolicyRefunds are available for the last unused month of a membership. Retroactive refunds for prior months will not be issued. Refund requests are processed within 7–10 business days.
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Cancellation PolicyParticipants will be notified via email at least 3 days prior to program cancellations. Updates on new program offerings will be sent if available.
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Complaint ResolutionContact Phuc Ly at [email protected] or 415-871-0169. Complaints will be resolved within 7 business days.
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Development & Review ProcessTax programs include the participation of at least one IRS Enrolled Agent, CPA, or tax attorney. Accounting and auditing programs are developed with at least one licensed CPA, ensuring compliance with NASBA standards.
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EnrollClick “Join the Membership” to access all courses and resources. Issues? Email [email protected].
Course Information
| Program Name | Unlocking the Augusta Rule for Clients |
| IRS Program Number | NKOMQ-T-00049-26-S |
| Publication Date | March 16, 2026 |
| Provider | Mastermind Advisors, Inc DBA Level Up Quest |
| Delivery Method | Self-study, On-Demand (IRS); QAS Self-Study (NASBA) |
| Program Level | Basic |
| Prerequisite | None |
| Advanced Preparation | None required |
| Field of Study | Federal Tax / Federal Tax Related Matter (IRS); Taxes (NASBA) |
| CPE Credits | 1 IRS CE credit • 1 hour Taxes (NASBA) |
| Length | 1 hour + optional Side Quests (no CE for Side Quests) |
| IRS Provider No. | NKOMQ |
| NASBA Sponsor ID | 169326 |
| Instructor | Phuc Ly, Enrolled Agent |
Mastermind Advisors, Inc. DBA Level Up Quest is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. Programs are designed to meet all requirements of Circular 230, including sections 10.6 and 10.9. This does not constitute an endorsement by the IRS RPO.
Mastermind Advisors, Inc. DBA Level Up Quest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
IRS Provider Number: NKOMQ • NASBA Sponsor ID: 169326
Learn From Someone Who
Built It From Scratch
Phuc Ly
Phuc Ly is an Enrolled Agent (EA #100817EA) with a Bachelor’s degree from San Jose State University and over 17 years of experience in the tax industry. He built Alpha B Group Tax and Bookkeeping from the ground up in 2005, scaling it to a 17-person firm before selling in 2023.
Today, Phuc channels that operator experience into Level Up Quest, a membership program and coaching community designed to help tax firm owners add high-value advisory services on top of their existing compliance practices without burning out or starting over.
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