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Friday, January 17, 2020 Webcast

Establishing State Residency and Saving Your Clients Money (X1-DOMR-2020-01-WEBNR-17-01)

1:00 PM - 3:00 PM EST
webcast

Webcast

2.0 CPE Credits in TX

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.

DESIGNED FOR

CPAs with clients seeking to effectively establish new domicile and residency.

BENEFITS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Ciro Poppiti

Ciro Poppiti, Esq.

Ciro Poppiti, III is a Delaware attorney, whose practice has included elder law, wills, estates, and trusts. In 2015, he received the Delaware Bar Association’s highest award for government service. Ciro was the executive editor of “Delaware Estate Administration”, a policy-and-best-practices guide for attorneys. He is a Judge Advocate in the Army – Delaware National Guard. He is regularly appointed a special master in the Court of Chancery, Delaware’s famous business court. Ciro also writes and lectures frequently, and has taught legal studies at Wilmington University and the University of Delaware.

PRICING

$89.00 - Member

$89.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

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COURSE DEVELOPER

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