On-Demand Webinar: Establishing Florida Residency

Barry H. Horowitz Partner, CPA, MST, Market Leader, State and Local Tax

Monica Jalife Principal, CFP®, CFA, MBA, Wealth Advisor

Elena Ladygina Principal, CFP, Wealth Advisory

Jun 23, 2020

Should I Stay or When Should I Go? Escaping the Northeast

View Webinar

Key Takeaways Include:

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
Tele-Commuting Issues due to COVID-19 Crisis


Barry Horowitz, CPA, MST Partner, Team Leader, State and Local Tax, Withum	Monica Jalife, CFP®, CFP, MBA Principal, Wealth Advisory, Withum Wealth Advisors	Elena Ladygina , CFP Principal, Wealth Advisory, Withum Wealth Advisors

Karen Tenenbaum, ESQ., LL.M., CPA Tax Attorney – Tax Dispute Resolution, Tenenbaum Law	Marisa Friedrich, ESQ. Tax Attorney – Tax Dispute Resolution, Tenenbaum Law