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Submitted by Missy Davis on

In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence. For example, 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 smoothly. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you genuinely changed your residence. Note that Mr. Endres specializes in residency and local taxation matters and has represented numerous clients in cases related to this issue.

Click link below to download the pdf related to webinar.

Paper
45 Slides

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
100 Minutes
Joe Endres
IAR program ID
C26626
CE Credit Designations and Licenses
CFP®
CLU
ChFC
RICP
IAR
CDFA
Credit Type hours
2
Subject
IAR Products and Practices
Subject hours
2
Product and Practices Topic
Residency
Product and Practices Course ID
C26626
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Speaker Photo
Joe Endres
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