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Establishing State Residency and Saving Your Clients Money Webinar

CPE

When
Jan. 14
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
DOMR-2021-01-WEBNR-14-01
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can’t afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.

Highlights

  • Typical provisions in state statutes regarding domicile and residency
  • In depth analysis of domicile and residency definitions
  • Issues regarding one’s permanent abode
  • Analysis of jurisdiction where taxpayer has the greatest connections
  • Detailed discussion of criteria used to establish domicile and residency


Speaker(s)

Ciro Poppiti III was elected Register of Wills for New Castle, Delaware in November 2010. He was born and raised in New Castle County and is a graduate of Salesianum School, Princeton University and Widener Law School.

He is a member of Delaware Bar and before becoming Register, practiced in the area of estate law. In addition, Ciro serves as a Judge Advocate with the Delaware Army National Guard.

In 2007, Ciro was recognized for being a civic activist and received the Wilmington Award from Mayor Baker for outstanding community service. He is active in the Italian-American community and was the founding chairman of the Delaware Commission on Italian Heritage and Culture.

Ciro was awarded the 2015 Government Service Award by the Delaware Bar Association.

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