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Surgent's Establishing State Residency and Saving Your Clients Money

Thursday, December 5
 10:00am - 12:00pm

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2.00 Credits

Member Price $99.00

Non-Member Price $134.00

Overview

Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can’t afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.

Objectives

  • Understand statutory basis for establishing domicile and residency
  • Understand the factual criteria for establishing domicile and residency 

Highlights

  • Typical provisions in state statutes regarding domicile and residency
  • In depth analysis of domicile and residency definitions
  • Issues regarding one’s permanent abode
  • Analysis of jurisdiction where taxpayer has the greatest connections
  • Detailed discussion of criteria used to establish domicile and residency

Designed For

CPAs with clients seeking to effectively establish new domicile and residency

Prerequisites

None

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.

Leader(s):

  • Ciro Poppiti, Surgent McCoy CPE, LLC

Non-Member Price $134.00

Member Price $99.00