2026 Florida Tax Residency Series
Who Should Attend: Individuals with dual residences, non-Florida residents, in-house tax counsel, accountants, tax managers, financial planners, insurance executives, and high-net-worth individuals.
SEMINARS
PALM BEACH
PGA National Resort - Bella Lago Room
Thursday, January 29, 2026
2:00 - 4:00 p.m., Registration at 1:30 p.m.
400 Avenue of the Champions, Palm Beach Gardens, FL 33418
BOCA RATON
Boca Raton Marriott - Veranda Room
Friday, January 30, 2026
9:00 - 11:00 a.m.. Registration at 8:30 a.m.
5150 Town Center Cir., Boca Raton, FL 33486
NAPLES
Ritz-Carlton Naples - Estuary Room
Wednesday, February 18, 2026
9:00 - 11:00 a.m.. Registration at 8:30 a.m.
280 Vanderbilt Beach Road, Naples, FL 34108
About the Event
Have you moved to Florida, or have you been considering the state tax implications of moving to Florida?
This seminar will provide information that may help you protect your assets and avoid pitfalls when moving out of a state with an income tax to Florida, or when you maintain your primary residence in Florida, and you maintain a second residence in another state.
The topics this seminar will cover include:
- How to Establish Residency in Florida for Tax Purposes
- New Residency & Nonresident Allocation Issues
- The Residency Audit Process
- Preparing for Nonresident Audits
- How a Florida Move Will Impact Your Estate
- Florida’s Homestead Rules
- Protecting Your Assets and Trying to Reduce Tax on Transfers to Your Family
All seminars are complimentary. Space is limited. Facilities are wheelchair accessible.
If you have questions, contact us at events@hodgsonruss.com.
This course offers 2 hours of NY CPE credit in Taxation; 2 hours technical business CPE credit for Florida CPAs; 2 hours of CFP Board CE credit in Intermediate - Tax Planning; 2.5 hours of general Florida CLER credit; and 2 hours of New York CLE credit.