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TAX2405

Changing Your Residence from a High-Tax State to a Low-Tax State

Date
June 3, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA & CIMA ENGAGE 2024
This includes sessions from AICPA & CIMA ENGAGE 2024:
Thumbnail for Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)

In the aftermath of the COVID-19 pandemic, more and more taxpayers are recognizing the ease of working remotely. Fed up with higher taxes, these taxpayers are moving to no- or low-tax states. In this session, we will discuss the rules applicable throughout the U.S. that impact a state’s ability to challenge a taxpayer’s residency. It’s not as easy as many people think.

Learning Objectives

  • Identify what it takes to get a state to accept a taxpayer’s change of residence.
  • Recognize the nuances involved in a residency audit.
  • Identify certain traps for the unwary.

Speaker

Speaker Image for Mark Klein
Partner/Chairman Emeritus, Hodgson Russ LLP

General
TAX | CFP | EA

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