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Surgent's Establishing State Residency and Saving Your Clients Money

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/11/2025 from 10:00 am to 12:00 pm
 Tue, 07/01/2025 from 1:00 pm to 3:00 pm
 Thu, 07/17/2025 from 1:00 pm to 3:00 pm
 Wed, 08/20/2025 from 1:00 pm to 3:00 pm
 Wed, 10/08/2025 from 1:00 pm to 3:00 pm
 Thu, 12/04/2025 from 10:00 am to 12:00 pm
 Fri, 01/09/2026 from 1:00 pm to 3:00 pm
 Thu, 02/19/2026 from 1:00 pm to 3:00 pm
 Fri, 04/10/2026 from 10:00 am to 12:00 pm
 Currently available
Designed For:

CPAs with clients seeking to effectively establish new domicile and residency

Prerequisite:

None

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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand statutory basis for establishing domicile and residency
  • Understand the factual criteria for establishing domicile and residency 

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.