Webinar Registration

What Clients Need to Know when Changing their Residency
(IAR CE Eligible)

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Monday, August, 12

11:00am ET

120 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

Joseph Endres, Esq.

Tax Attorney Hodgson Russ

What You'll Learn

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…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

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.

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