Cart ( 0 )

Connection & Advocacy

Loading Events

« All Events

  • This event has passed.

Surgent’s Establishing State Residency and Saving Your Clients Money (SU0522/22)

Member Price $99
Non-Member Price $104
If you are a member, please login to activate member pricing.

May 27 @ 1:00 pm - 3:00 pm

Event Description

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.

Designed For

CPAs with clients seeking to effectively establish new domicile and residency

Objectives

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

Major Subjects

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

Prerequisites

None

Instructions

None

Details

Date:
May 27
Time:
1:00 pm - 3:00 pm
Credit:
2 Credits

Other

Credit Hours
2
Max Registrations
0
Course Type
Webinar
Course Level
1