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2019 Florida Residency Seminar Series

January and February 2019
Seminar
Boca Raton, Fort Lauderdale, Naples, Manalapan, Sarasota, Florida
January and February 2019

Florida Residency Series 2019: Covering the Impact of the New Federal Tax Cuts and Jobs Act on Individuals

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.

Boca Raton
Boca Raton Marriott
5150 Town Center Cir, Boca Raton, FL 33486 | 561.392.4600

Monday, February 25, 2019 2:00 - 4:00 p.m., Registration at 1:30 p.m.
Speakers: Timothy Noonan, Joseph Endres, Paul Baldovin, Paul Comeau


Fort Lauderdale
Westin Fort Lauderdale
400 Corporate Dr, Fort Lauderdale, FL 33334 | 954.772.1331
Tuesday, February 26, 2019 8:30 - 10:30 a.m., Registration at 8:00 a.m.
Speakers: Speakers: Timothy Noonan, Joseph Endres, Paul Baldovin, Paul Comeau

Naples
The Ritz-Carlton, Naples
280 Vanderbilt Beach Rd, Naples, FL 34108 | 239.598.3300

Wednesday, January 23, 2019 8:30 - 10:30 a.m., Registration at 8:00 a.m.
Speakers: Mark Klein, Elizabeth Pascal, Paul Baldovin, Paul Comeau

Palm Beach
Eau Palm Beach Resort, Manalapan
100 South Ocean Blvd, Manalapan, FL 33462 | 561.533.6000

Thursday, January 24, 2019 8:30 - 10:30 a.m., Registration at 8:00 a.m.
Mark Klein, Elizabeth Pascal, Paul Baldovin, Paul Comeau

Monday, February 25, 2019 8:30 - 10:30 a.m., Registration at 8:00 a.m.
Speakers: Speakers: Timothy Noonan, Joseph Endres, Paul Baldovin, Paul Comeau

Sarasota
The Ritz-Carlton, Sarasota
1111 Ritz Carlton Dr, Sarasota, FL 34236 | 941.309.2000

Tuesday, January 22, 2019 8:30 - 10:30 a.m., Registration at 8:00 a.m.
Speakers: Mark Klein, Elizabeth Pascal, Paul Baldovin, Paul Comeau

CLICK HERE TO REGISTER

About the Event

Our speakers will provide information about compliance with state residency rules, which many have learned about 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, 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.

Do you have significant non-Florida contacts? If you do, you may be a prime target for an audit, and you may benefit from this seminar.

This seminar will provide you with information that may help you protect your assets and avoid pitfalls when moving out of a state or maintaining dual residences:

  • New Residency and Nonresident Allocation issues
  • Proactive Preparation for Nonresident Audits
  • Multigenerational Planning
  • Florida: What’s Different?
  • Current Planning Techniques
  • What Is Statutory Residence and Why Should You Care?
  • Protecting Your Assets and Reducing Tax on Transfers to Your Family
  • Other Hot Topics

This seminar will also provide information on residency law for:

  • Individuals With Dual Residences
  • Non-Florida Residents
  • In-House Tax Counsel
  • Accountants
  • Tax Managers
  • Financial Planners
  • Insurance Executives
  • High-Net-Worth Individuals


All seminars are complimentary. Space is limited. Facilities are wheelchair accessible.

About the Sponsor

Since 1817, Hodgson Russ has worked alongside innovators and leaders of businesses large and small whose ideas and fortitude have changed the world. Today, Hodgson Russ has offices in Palm Beach, Florida; Albany, Buffalo, New York City, and Saratoga Springs, New York; and Toronto, Ontario. With more than 40 attorneys and legal staff who specialize in tax and trusts and estates, we have a team of attorneys and paralegals dedicated to handling residency cases. In addition to tax matters, nearly 200 attorneys focus their practice on corporate, mergers and acquisitions, securities, intellectual property, real estate, litigation, and most other areas of U.S. law.

Speakers

Paul Baldovin, Jr. is a board-certified wills, trusts, and estates lawyer based in our Palm Beach office with over 30 years of experience counseling high-net-worth individuals on estate planning, probate, trust administration, and estate and gift taxes. He served as senior vice president and wealth planner at Citi Private Bank in West Palm Beach, which was preceded by a position as a senior vice president and senior financial planner at Wells Fargo Private Bank in Ft. Lauderdale. Paul is admitted in Florida (1983).*

Paul Comeau is based in our Palm Beach and New York City offices, concentrating his practice in estate and tax planning, taxation law, business-planning law, and business acquisitions law. He is co-editor of New York Tax Service, co-editor of New York Tax Cases, and co-chair of the Multistate Tax Committee of the New York State Bar Association Tax Section. He co-authored CCH’s New York Residency and Allocation Audit Handbook and is the co-author of NYSBA’s Contesting New York Tax Assessments. Paul is admitted in Florida (1975) and New York (1974).

Joe Endres 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 as well as the New York City Department of Finance. Joe’s practice focuses on personal income tax and residency matters, sales and use tax issues in the technology industry (software as a service, cloud computing, digital products, etc.), tax-based incentive programs and abandoned property issues for businesses. Joe is admitted in New York (2006).†

Mark Klein has extensive federal, multistate, state, and local tax experience and is chair of the State and Local Taxation Section of the ACE Accounting Society. Mark is editor of New York Tax Highlights; contributing editor of CCH’s Guidebook to New York Taxes, and co-authored CCH’s New York Residency and Allocation Audit Handbook, CCH's New York Sales and Use Tax Answer Book and NYSBA’s Contesting New York Tax Assessments. Mark is the Chairman of the Firm. He is admitted in New York (1983), Florida (1983), and before the U.S. Supreme Court.

Tim Noonan is the Firm’s New York State Residency Practice leader. He has handled numerous residency cases in New York over the past decade. Tim co-authored the 2016 edition of the CCH New York Residency and Allocation Audit Handbook, and is often quoted by media outlets, including the Wall Street Journal, New York Times, and Forbes, on residency and other state tax issues. He is the author of “Noonan’s Notes,” a regular column in Tax Analysts’ State Tax Notes. Tim is admitted in New York (2000) and Connecticut (2017).†

Liz Pascal concentrates her practice in tax law with a focus on New York State, New York City, and multistate tax issues. She assists individual and business clients with New York State and New York City audits, including residency, sales tax, unincorporated business tax, commercial rent tax, and corporate tax audits. Liz has also helped many clients successfully navigate New York State’s voluntary disclosure process. Elizabeth is admitted in New York (2009) and Connecticut (2017).†

*Not admitted to practice in New York
†Not admitted to practice in Florida

This course qualifies for technical CPE credit for Florida CPAs under Florida Department of Business & Professional Regulation, provider #0002615; is approved by the CFP Board for 2 hours continuing education credit, provider #3503; is approved by The Florida Bar for 2 hours of general CLER credit; New York State 2 hours of CPE and CLE credit available.

CLICK HERE TO REGISTER