Content Provider
Hodgsonruss

Taxedge2_middle
Self-Study CPE
UNCLAIMED PROPERTY: THE HIDDEN TAX AND ITS IMPACT
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INTERNATIONAL TAX UPDATE AND REVIEW: 2015 - 2016
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NON-PROFIT TAX UPDATE: 2015 - 2016
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IRS COLLECTION REVIEW AND UPDATE: 2015 - 2016
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EMPLOYMENT TAX UPDATE: 2015 - 2016
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SELF-EMPLOYMENT TAX REDUCTION STRATEGIES
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INTERNATIONAL TAX UPDATE: 2015 - 2016
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IRS EXAMINATION SELECTION PROCESS
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MASTERING THE ART OF TAX PLANNING
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TAX LITIGATION REVIEW AND UPDATE: 2015 - 2016
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Hodgson_residence

CHANGING YOUR RESIDENCY

Available Date(s) Monday, May 15, 2017

4:00pm Eastern
3:00pm Central
2:00pm Mountain
1:00pm Pacific
Cost Free   CPE Credits 1.5 hours   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

This program will address the application of residency tax rules to commuters, occasional visitors, and to full-time residents of the various states. It will also identify the rules most states use to determine if a taxpayer has “truly” changed their residence.

Changing your residence from a high-tax state (think NY, NJ & CA) to a low, or no-tax state (think FL) can dramatically reduce the amount of state taxes you have to pay. But high-tax states don’t let their residents go easily. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you truly changed your residence. In this webinar, you will learn how states determine a taxpayer’s residency and how to make the states respect your residency change.

Highlights:
• Statutory residence rules
• How do you count a “day”?
• Concrete steps necessary to change your domicile
• Common traps for the unwary practitioner
• Techniques used by auditors to identify and investigate residency cases

Learning Objectives

  • Application of residence tax rules

  • Identify the methods to effectively change one’s domicile to another state

  • Review mechanical residency test

  • Provide planning opportunities to minimize income and estate taxes

Testimonials

"An excellent and informative presentation!"

"Enjoyed the manner in which Joseph Endres presented the course material - very informative and entertaining! His examples helped to clarify the topic under discussion."

"Excellent presentation. Many examples offered to highlight complexities of residency. Fast moving."

"I thought this webinar was great. The instructor was engaging and explained things well. It was helpful that Joe was able to throw in personal experiences with it."

"It was great information not only for our clients, but for us personally."

"Joe was engaging and definitely presented the information well. He also came across as quite knowledgeable and actually dealt with these issues before - not someone just reading the materials."

Hodgsonruss

Joe counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. His practice focuses on personal income tax and residency matters as well as sales and use tax issues with a focus in the technology industry (software as a service, cloud computing, digital products, etc.). Finally, He counsels clients on their abandoned property obligations. He is the Abandoned Property Audits Practice leader and has represented large corporations in complex compliance matters such as multi-state abandoned property audits and voluntary disclosures.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211