2025 Florida Tax Residency Series 

Who Should Attend: Individuals with dual residences, non-Florida residents, in-house tax counsel, accountants, tax managers, financial planners, insurance executives, high-net-worth individuals.

SEMINARS:

PALM BEACH
Tideline Palm Beach
Thursday, January 30, 2025
2:00 - 4:00 p.m., Registration at 1:30 p.m.
2482 S Ocean Blvd., Palm Beach, FL 33480

BOCA RATON
Boca Raton Marriott 
Friday, January 31, 2025
9:00 - 11:00 a.m.. Registration at 8:30 a.m. 
5150 Town Center Cir., Boca Raton, FL 33486

About the Event

Our speakers will provide the latest information about compliance with state residency rules, which many have learned about the hard way. With good intentions, they did all the things they thought they needed to do in order to take up residency outside of their old state: they filed affidavits of domicile in the new state, registered their automobiles, obtained new driver’s licenses, and registered to vote.

Unfortunately, most people aren’t aware that a residency determination is based on more than mere declarations or physical presence in the state. In a residency case, the burden of proof is on the taxpayer. Even after you’ve moved out of one state, if you maintain living quarters in that state and visit from time to time, you may still be considered a resident of that state for tax purposes.

Are you thinking about moving to a new state? Have you already moved but retain significant connections with your prior state? If so, you may be a prime target for an audit. As the best offense is a good defense, this seminar may be right for you.

While primary emphasis will be on New York State's approach to a residency issues, the concepts to be discussed are applicable throughout the United States.

This seminar will provide you with information that may help you protect your assets and avoid pitfalls when moving out of a state or maintaining dual residences:

• How to Establish Residency in Florida for Tax Purposes
• New Residency & Nonresident Allocation Issues
• The Residency Audit Process
• Preparing for Nonresident Audits
• How a Florida Move will Impact Your Estate
• Florida’s Homestead Rules
• Protecting Your Assets and Trying to Reduce Tax on Transfers to Your Family

This seminar will also provide information on residency law for:

• Individuals With Dual Residences
• Non-Florida Residents
• In-House Tax Counsel
• Accountants and Tax Managers
• Financial Planners
• High-Net-Worth Individuals

All seminars are complimentary. Space is limited. Facilities are wheelchair accessible.

If you have questions, contact us at hrsocial@hodgsonruss.com.

This course offers 2 hours of NY CPE credit in Taxation; 2 hours technical business CPE credit for Florida CPAs; 2 hours of CFP Board CE credit in Intermediate - Tax Planning; 2 hours of general Florida CLER credit; and 2 hours of New York CLE credit.

Hodgson Russ LLP 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: www.nasbaregistry.org.