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Planning for a Change in Residency

October 17
Saratoga Springs, New York
October 17, 2019
8:00 a.m. to 10:00 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."

Thomas J. Collura and Ariele Doolittle 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 advisors and high-net worth individuals.

Saratoga Springs

Thursday, October 17

8:00 a.m. to 10:00 a.m.

Saratoga National Golf Club

458 Union Avenue, Saratoga Springs, NY, 12866

1.5 hours CPE credit available.  CLE credit requested.  This seminar is complimentary. 

Click here to register