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FLORIDA RECORD

Monday, May 6, 2024

FOX ROTHSCHILD LLP: Heading South: Changing Domicile to Reduce Your Taxes

Law

Fox Rothschild LLP recently issued the following announcement.

When: May 11, 2021

People:John D. Dadakis

Hosted By:Fox Rothschild LLP

Location:Webinar

Noon ET  |  9 am PT

Details:

Individuals and businesses are increasingly relocating from the Northeast to Florida to reduce their taxes, a decision that requires careful planning and preparation. This presentation will review the opportunities and potential challenges that come with changing domicile.

Our program will evaluate the key questions to ask before making a move, such as:

· What are the major pitfalls? 

· What is the difference between residency and domicile? 

· What steps should be taken to establish domicile in Florida?  

· What are the tax consequences?

Moderator:

Lillian Peters CFP®, CDFA®, CTFA, AIF®

Senior Client Advisor, PNC Wealth Management

Speakers:

John D. Dadakis, Partner, Fox Rothschild LLP

Pierre Vogelbacher, Wealth Strategy Market Manager, PNC Wealth Management

Stephen Bercovitch, Consulting Director, State & Local Tax, EisnerAmper

Mitchell Novitsky, Tax Director, State & Local Tax, EisnerAmper

Original source can be found here.

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