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ENGAGE 2020


Personal Income and Trust Taxation


Jun 9, 2020 11:15am ‐ Jun 9, 2020 12:30pm

Description

As a result of the TCJA, more and more taxpayers are moving to no- or low-tax states.  This session will discuss the rules applicable throughout the United States that impact a state's ability to challenge a taxpayer's residency.  Recent developments that affect the taxation of trusts will also be covered.

Learning Objectives:
  • To understand what it takes to get a state to accept a taxpayer's change of residence.
  • To identify certain traps for the unwary.

Speaker(s):

  • Mark Klein, Esq., Partner/Chairman, Hodgson Russ LLP
Tags: PFP EST TAX
Category: Concurrent Session (Onsite and Online)

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