Business deductions

Business Meals, Entertainment, and Marketing Expenses

A deductible business expense must generally be ordinary and necessary for the business. Similar-looking purchases can receive different tax treatment, so it helps to classify meals, entertainment, and marketing separately.

Business meals

Qualifying business meals are generally limited to a 50% federal deduction. The taxpayer or an employee must be present, the cost cannot be lavish or extravagant under the circumstances, and the meal must have a legitimate business connection.

Entertainment

Entertainment expenses are generally nondeductible. Food and beverages purchased during an entertainment event may still qualify under the meal rules when their cost is purchased separately or stated separately from the entertainment charge.

Marketing and promotion

Advertising and promotion costs that are ordinary, necessary, and directly connected to the business are generally deductible. Business gifts, sponsorships, charitable contributions, branded merchandise, and personal expenses can follow different rules, even when they also promote goodwill.

Document: the date, amount, vendor or location, attendees and business relationship, business purpose, and receipt. Clear records make classification and substantiation much easier.

State rules and the facts of a specific transaction can change the result. This article provides general information and is not individualized tax advice.

Official sources: IRS Publication 463 and IRS Publication 334.