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Join Us: Avoiding the Pitfalls of Establishing Florida Residency and Allocation Rules

Federal tax reform has escalated the cost of living in New York, Connecticut, New Jersey, and Illinois, among other states. As residents weigh their options, such as establishing a Florida residency, revenue-starved states are intensifying their scrutiny of individuals and families attempting to change their status for tax purposes.

Join us for our 2019 residency breakfast briefing series in Orlando, Naples, Miami, Fort Lauderdale, and West Palm Beach. Hosted by Akerman, the largest law firm in Florida, and the national accounting firm of WithumSmith+Brown, the complimentary program will address:

  • Best Practices to Establish Florida Residency in the Current Enforcement Climate
  • Understanding Domicile Versus Statutory Residency Versus Allocation of Income
  • How a Change of Residence Income Tax Return Should Correctly Be Prepared
  • Planning for the State Tax Examination
  • Discussion of Recent Cases and Rulings
  • Common Mistakes in Estate Planning
  • Do’s and Don’ts of Establishing Florida Residency

Register Here


Our speakers include nationally-recognized Florida and New York lawyers and CPAs with local knowledge and experience in defending against aggressive tactics.

Alvan Bobrow, Esq.
Partner, State
and Local Tax Practice
Akerman LLP-New York
Barry Horowitz, CPA, MST 
Partner, State and Local Tax Services – New York
Michael Bowen, Esq.
Chair, State and Local Tax Practice
Akerman LLP-Jacksonville

Event Details

Tuesday, February 19, 2019
9:00 am – 11:00 am
Directions | Questions 

Wednesday, February 20, 2019
9:00 am – 11:00 am
Directions | Questions

Wednesday, February 27, 2019
9:00 am – 11:00 am
Directions | Questions

Fort Lauderdale 
Thursday, February 28, 2019
9:00 am – 11:00 am
Directions | Questions

West Palm Beach
Friday, March 1, 2019
9:00 am – 11:00 am
Directions | Questions

Get news updates and event information from Withum