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Planning for a Change in Residency

October 23
Saratoga Springs, New York
October 23, 2018
8:00 – 10:00 a.m.
Please join us!
Tuesday, October 23, 2018
8:30 a.m. - 10:00 a.m.

Saratoga National Golf Club
458 Union Avenue
Saratoga Springs, NY 12866

Breakfast and registration begin at 8:00 a.m.

Recently enacted federal tax changes have prompted many New Yorkers to consider changing their residency to a low- or no- tax state. New York’s estate tax can be another reason New Yorkers often look to establish residence in states that do not impose a “death tax”. This program will discuss New York’s tax rules and the steps that must be taken to ensure that New York respects a taxpayer’s change in residence.

Topics will include:
• Income and estate tax rules 
• Statutory residence 
• Changing your domicile 
• Getting New York to respect your change in residence 
• Traps for the unwary
• New York’s response to the recent federal income tax legislation

Who Should Attend: Individuals with dual residences, non-New York residents, in-house tax counsel, accountants, tax managers, financial planners, insurance executives, and high net worth individuals.

Speakers: Thomas Collura and Ariele Doolittle

1.5 hours CPE credit available.  CLE credit requested.