Be prepared for tax implications and audit issues that may arise for your clients maintaining residency in multiple states.
Just about every day I talk to an accountant in Texas about her client who has an apartment in New York, or a financial planner in Connecticut about his client that is working on a project in Florida, or the owner of a closely held business who is thinking about retirement, finally ready to split for warmer climes. Clients are on the go more than ever, and your knowledge of relevant state and local income tax issues and planning opportunities should keep up. This topic will help you understand and plan for the income tax implications of taxpayers residing or maintaining a presence in multiple states, and it will prepare you to handle audit issues before they arise. This topic will help you keep up with your clients’ state and local income tax needs, and add value as they move around the country, or the world.
Agenda
Faculty
Daniel P. Kelly, Esq.
Hodgson Russ LLP
- Attorney in the Palm Beach, FL & Buffalo/New York, NY offices of Hodgson Russ LLP
- Practice emphasizes all aspects of New York State, New York City, Florida, and multistate tax planning, tax controversy, and abandoned property obligations and audits
- Conducts regular seminars and workshops on numerous aspects of state and local tax law, including presentations on multistate sales and use tax issues in the hotel industry, multistate tax residency and income allocation matters, and multistate unclaimed property matters in the last twelve months
- Author of several publications related to New York and multistate income, franchise, and sales tax matters
- J.D. degree, magna cum laude, SUNY Buffalo Law School; B.A. degree, magna cum laude, Syracuse University; admitted to practice in New York & Florida
- Can be contacted at [email protected] or (716) 848-1561
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