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This program, which features tax attorney Joe Endres, will address applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. It will also identify 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.

Note: This course has been approved for two CE credits for Investment Adviser Representatives. 

In this webinar, Mr. Endres will teach you how states determine a taxpayer's residency and how to make the states respect your residency change.

Learning Objectives:

  • Determine statutory residence rules and how to count a "day"
  • Identify concrete steps necessary to change your domicile
  • Recognize common traps for the unwary practitioner

*CE/CPE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 2 CPE credit. This program will also provide two credit hours for Investment Advisor Representatives.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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:

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