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Florida Residency Seminar Series 2016

January & February 2016
Boca Raton, Naples, & Palm Beach Florida
January & February 2016
Registration for this session is closed.

Florida Residency: How you know you have it, and what you may want to do if another state says you don't.

This seminar provides information on income tax, homestead, and estate planning issues and guidance on how you may be able to reduce taxes, protect assets, and avoid pitfalls when moving to Florida from another state or maintaining dual residences.

Choose from four sessions:

  • Tuesday, January 19, 2016
    The Ritz-Carlton, Naples, 8:30 a.m.
  • Wednesday, January 20, 2016
    The Brazilian Court Hotel, Palm Beach, 8:30 a.m.
  • Thursday, February 18, 2016
    Renaissance Boca Raton Hotel, Boca Raton, 8:30 a.m.
  • Thursday, February 18, 2016
    Eau Palm Beach Resort & Spa, Palm Beach, 2:00 p.m.

Our speakers will provide information about compliance with state residency rules. Many people have learned about these rules the hard way. With good intentions, they did all the things they thought they needed to do in order to take up residency outside of their old state - they filed affidavits of domicile in the new state, registered their automobiles in that state, obtained new driver's licenses, and registered to vote.

Unfortunately, most people aren't aware that a residency determination is based on more than mere declarations or physical presence in the state. In a residency case, the burden of proof is on the taxpayer. Even after you've moved out of one state, if you maintain living quarters in that state and visit from time to time, you may still be considered a resident of that state for tax purposes.

This seminar will provide you with information on issues that may be beneficial in protecting your assets and avoiding pitfalls when moving out of a state or maintaining dual residences:

  • New Residency and Allocation Issues
  • Proactive Preparation for Nonresident Audits
  • Multigenerational Planning
  • Florida: What's Different?
  • What Is a Statutory Resident, and Why Should You Care?
  • Current Planning Techniques (Including an Update on Family Limited Partnerships)
  • Protecting Your Assets and Reducing Tax on Transfers to Your Family
  • Other Hot Topics

Who should attend: Individuals with dual residences, non-Florida residents, in-house tax counsel, accountants, tax managers, financial planners, insurance executives, high-net-worth individuals.

While primary emphasis will be on New York's approach to residency issues, the concepts to be discussed are applicable throughout the United States.

This seminar is approved for 2 hours of technical business continuing professional education credit by the Florida Department of Business & Professional Regulation, Sponsor/Provider #0002615, approved by the CFP Board for 2 hours continuing education credit, Sponsor/Provider #3503, and approved by The Florida Bar for 2.5 hours of general CLER credit.

Contact Michelle Beeler if you have any questions.