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Establishing State Residency and Saving Your Clients Money (Z1-DOMR-SSWC)

100 Minutes
On demand - Video

On Demand - Video

2 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.

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