Excellent session on “Planning for Snowbirds and Residency Issues” last night at the Hope Club in Providence!
Jason Marshall teamed up with Gregory A. Porcaro, CPA/ABV, MST, CFF for a lively panel discussion that tackled one of today’s most complex tax planning challenges. With federal and state authorities increasingly scrutinizing residency claims for both income and estate tax purposes, establishing legal residency isn’t as straightforward as many clients assume.
The presenters were knowledgeable and made what could be a dry topic genuinely engaging, sharing real-world experiences, dispelling common myths, and addressing the important considerations clients need to navigate when changing residency for tax or personal reasons.
Great insights for anyone working with clients who split their time between states or are considering a move for tax planning purposes!