Who Should Attend: Individuals with dual residences, non-Florida residents, in-house tax counsel, accountants, tax managers, financial planners, insurance executives, high-net-worth individuals.
NAPLES
The Ritz-Carlton, Naples
Wednesday, January 19, 2022
2:00 - 4:00 p.m., Registration at 1:30 p.m.
280 Vanderbilt Beach Rd, Naples, FL 34108
SARASOTA
Art Ovation
Thursday, January 20, 2022
9:00 - 11:00 a.m., Registration at 8:30 a.m.
1255 N Palm Ave., Sarasota, FL 34236
PALM BEACH
Eau Palm Beach Resort, Manalapan
Thursday, February 24, 2022
3:00 - 5:00 p.m., Registration at 2:30 p.m.
100 South Ocean Blvd, Manalapan, FL 33462
BOCA RATON
Boca Raton Marriott
Friday, February 25, 2022
9:00 - 11:00 a.m., Registration at 8:30 a.m.
5150 Town Center Cir, Boca Raton, FL 33486
About the Event
Our speakers will provide latest information about compliance with state residency rules, which many have learned about the hard way. With good intentions, they did all the things they thought they needed to do in order to take up residency outside of their old state: they filed affidavits of domicile in the new state, registered their automobiles, obtained new driver’s licenses, and registered to vote.
Unfortunately, most people aren’t aware that a residency determination is based on more than mere declarations or physical presence in the state. In a residency case, the burden of proof is on the taxpayer. Even after you’ve moved out of one state, if you maintain living quarters in that state and visit from time to time, you may still be considered a resident of that state for tax purposes.
Are you thinking about moving to a new state? Have you already moved but retain significant connections with your prior state? If so, you may be a prime target for an audit. As the best offense is a good defense, this seminar may be right for you.
While primary emphasis will be on New York State's approach to a residency issues, the concepts to be discussed are applicable throughout the United States.
This seminar will provide you with information that may help you protect your assets and avoid pitfalls when moving out of a state or maintaining dual residences:
How to Establish Residency in Florida for Tax Purposes
New Residency and Nonresident Allocation Issues
The Residency Audit Process
Proactive Preparation for Nonresident Audits
How a Florida Move will Impact Your Estate
Florida Homestead Rules
Protecting Your Assets and Trying to Reduce Tax on Transfers to Your Family
This seminar will also provide information on residency law for:
Individuals With Dual Residences
Non-Florida Residents
In-House Tax Counsel
Accountants and Tax Managers
Financial Planners
High-Net-Worth Individuals
All seminars are complimentary. Space is limited. Facilities are wheelchair accessible.