CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

CHANGING YOUR RESIDENCY

4.8 (17)

Joseph Endres

Hodgson Russ LLP

Monday, December 30, 2019 | 03:00 PM EDT

  • CPA
  • EA

1.5 Credits

FREE

Subject Area

Taxes

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Course Description

This program will address the application of residency tax rules to commuters, occasional visitors, and to full-time residents of the various states. It will also identify the rules most states use to determine if a taxpayer has “truly” changed their residence. 

Changing your residence from a high-tax state (think NY, NJ & CA) to a low, or no-tax state (think FL) can dramatically reduce the amount of state taxes you have to pay. But high-tax states don’t let their residents go easily. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you truly changed your residence. In this webinar, you will learn how states determine a taxpayer’s residency and how to make the states respect your residency change.

MAJOR HIGHLIGHTS 

• Statutory residence rules
• How do you count a “day”?
• Concrete steps necessary to change your domicile
• Common traps for the unwary practitioner
• Techniques used by auditors to identify and investigate residency cases

Learning Objectives

  • Application of residence tax rules
  • Identify the methods to effectively change one’s domicile to another state
  • Review mechanical residency test
  • Provide planning opportunities to minimize income and estate taxes

Who Should Attend?

  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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    [no_of_record] => 17
    [average] => 4.7647
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4.8

(17)
82%
12%
6%
0%
0%

SE

Great webinar about state residency. The pace of the webinar was great. Lots of information presented

KR

Excellent presentation - lots of good examples! People move - simple as that and their tax issues sometimes move with them . A great webinar with good examples

JK

Excellent Webinar. Thank you!

EG

The presenter did an excellent job on a somewhat complex tax topic. Thank you for providing this subject matter in the webinar topics.

ED

Joseph's professionalism and knowledge about his subject is way above par. Very deep knowledge and obvious experience

MAP

I am thankful that I have not experienced a Residency Audit for any of my clients. However, this webinar has prepared me for what to expect and prepare for. I found this session to be most informative and educative