Content Provider
Hodgsonruss

Comedy middle071020
Self-Study CPE
AREAS OF CONTROVERSY UNDER THE TCJA
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpe webinars
Changing Your Residency

CHANGING YOUR RESIDENCY

Available Date(s)
Friday, July 17, 2020: 3:00PM EDT
Friday, August 14, 2020: 3:00PM EDT

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

Learning Objectives:


  • Statutory residence rules and 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

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.

Additional Materials
Webinar FAQs
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.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Hodgsonruss
At Hodgson Russ, value means giving you more. That starts with combining experienced, innovative legal representation with a sophisticated understanding of — and respect for — our clients’ businesses. As one of the nation’s oldest law firms, with roots tracing back to 1817, we’ve been providing our brand of value to clients for longer than many firms have been in existence. Isn’t it time to expect more from your law firm?