Surgent's Establishing State Residency and Saving Your Clients Money

Course Details

Date

Friday, April 11, 2025

8:00am – 10:00am (Registration: 7:02am)

Location

Online

Field of Study

Taxation

CPE Credit

2 hours CPE credit

Level of Knowledge

Beginning

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

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.

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

Objectives

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

Designed For

CPAs with clients seeking to effectively establish new domicile and residency

Course Pricing

WYOCPA Member Fee
$99.00

Non-Member Fee
$129.00

Your Price
$129.00

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