If you are a Snowbird considering a domicile change from New York to a Florida domicile or have already done so and are concerned about a New York Nonresident Audit, then this Seminar is designed for you.
Click on the above Introduction and listen to Kelly explain the ten domicile questions we will discuss in each of the ten sessions. Listen to all or any of them. New York is particularly concerned about snowbirds who have a home or condo in both NY and FL and claim they have effectively changed their domicile to Florida. Very often the change in domicile is motivated by the fact that Florida has neither a state income tax or a state estate tax, whereas New York has both. We explain what steps you can take to make it more likely that a New York nonresident tax auditor will not challenge your change of domicile even though it deprives New York of some tax revenue. We previously conducted similar seminars at various locations in Florida. Here is an opportunity to have that same advantage in the privacy of your own home. There is no charge and no sign in requirement. You contact us if we can be helpful.Sorry no coffee and bagels will be served. Enjoy!
When you have listened to Kelly’s Introduction, click on Sessions at top of page and do likewise for each additional session. Check the text for additional updates to the audio.
The New York Department of Taxation and Finance is concerned about New York/ Florida Snowbirds who seek tax avoidance and have issued to its residency auditors manuals setting forth guidelines instructing how to ferret them out in non residency audits. After attending this seminar you will become familiar with such guidelines and how to respond to any challenge to your domicile change.
A WORD OF CAUTION . . . The contents herein and in our seminar are intended as a guide for general information only and should not be construed as legal advice or legal opinion on any specific facts or situations. Some cases cited, may have been reversed or superseded by more recent laws or regulations. You should consult an attorney for specific advice concerning your circumstances. In accordance with Internal Revenue Service Circular 230, we advise you that any discussion of a federal tax issue is not intended to be used, and it cannot be used for the purpose of avoiding federal tax penalties. Click on Meet the Team at the top of this home page for our qualifications.