This meeting will explore the latest in estate and trust taxation as well as the question of tax residency.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
Estate and Trust Taxation
Kenneth Cohen, Esq - Davidson, Sochor, Ragsdale & Cohen LLC
This session will cover the latest developments in estate and trust taxation, including the recent Supreme Court ruling North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust.
Leaving New Jersey: Effectively Changing Tax Residency
Parag Patel, Esq. - Patel Law Offices
With the new reduction in the deductibility of state and local taxes, many clients are exploring leaving New Jersey. Although changing a client’s residence from a high-tax state (i.e., NJ, NY) to a low, or no-tax state (i.e., FL) can dramatically reduce the amount of state taxes paid, high-tax states have inflexible residency rules and do not let their residents leave easily. We will identify state tax residency rules and methods to effectively change tax domicile, and explore planning opportunities to minimize state income and inheritance taxes. New Jersey and Florida tax attorney, Parag Patel, of FLResidency.com, has counseled numerous clients in tax residency planning.
The SECURE Act
Parag Patel, Esq. - Patel Law Offices
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law in December 2019. Learn how this legislation will affect you and your clients' retirement savings strategy.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early Birds save $15 - late fee applied after 1/9. Season Pass holders must register for each course.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.