Planning for a Change in Residency
2019
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.
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.