Learn how to properly advise your client and warn against the possible tax consequences of moving to another state or accepting employment in a neighboring state.
This information will address two common difficulties in multistate taxation - the mobile client moving from state to state and the client who lives in one state but works in another. Properly advising these clients can result in the avoidance of huge state bills and eliminating the stress of battling state taxing agencies. Budget-strapped states are becoming increasingly aggressive in their search for additional revenues. This material will review recent case law that is developing with the crossing of state lines by clients.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
States Fight to Protect Their Tax Base
- Huge Funding Gaps in States' Budgets
- Shifting Demographics Away From the North and Northeast
Domicile and Statutory Residents
- Establishing Domicile
- States Legislate Around Domicile Requirement
The Fight Begins
- Trusts - Kaestner v. North Carolina Case Gets Decided by the U.S. Supreme Court
- Individuals - Edelman, Obus and Russekoff Cases
- Out-Of-State Businesses - Arizona v. California Case
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 7, 2020.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Thomas J. Murphy
Murphy Law Firm, Inc.
- Attorney and Founder of Murphy Law Firm, Inc. in Phoenix, AZ
- Over 40 years of experience with practice focusing on probate law, estate planning, elder law, and tax law and planning for the disabled and those with special needs
- Author of nearly 100 articles that have been published in many national and state professional journals focusing on a wide variety of legal and tax matters
- Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
- Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
- One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
- Can be contacted at [email protected] or 480-838-4838
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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