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

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This on-demand webinar will provide an update on the latest best practices and guidance for establishing Florida residency.

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

View Slide Deck

Presenters

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

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