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Free cpe webinars
Changing Your Residency

CHANGING YOUR RESIDENCY

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This program will address applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. It will also identify the practices most states use to determine if a taxpayer has “truly” changed their residence. Changing your residence from a high-tax state (think NY, NJ & CA) to a low or no-tax state (think FL) can dramatically reduce the amount of state taxes you have to pay. But high-tax states don’t let their residents go smoothly. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you genuinely changed your residence.

In this webinar, you will learn how states determine a taxpayer’s residency and how to make the states respect your residency change.

Learning Objectives:


  • Determine statutory residence rules, and how do you count a “day”?

  • Identify concrete steps necessary to change your domicile

  • Recognize common traps for the unwary practitioner

  • Determine techniques used by auditors to identify and investigate residency cases

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hodgsonruss

Joseph 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 and the New York City Department of Finance. His practice focuses on personal income tax and residency matters and sales and uses tax issues focusing on the technology industry (software as a service, cloud computing, digital products, etc.). Finally, He counsels clients on their abandoned property obligations. He is the Abandoned Property Audits Practice leader and has represented large corporations in complex compliance matters such as multi-state abandoned property audits and voluntary disclosures.

About Our Presenter

Hodgsonruss
At Hodgson Russ, value means giving you more. That starts with combining experienced, innovative legal representation with a sophisticated understanding of — and respect for — our clients’ businesses. As one of the nation’s oldest law firms, with roots tracing back to 1817, we’ve been providing our brand of value to clients for longer than many firms have been in existence. Isn’t it time to expect more from your law firm?