Domicile or Disaster? Navigating Tax Risks When Moving Before a Big Payday + Handling Your Remote Workers
Cost: ASCPA Member Rate, $49 | Non-Members Rate, $99
SN’s Karen Poist is proud to partner with the Alabama Society of Certified Public Accountants (ASCPA), State and Local Tax Attorney, Bruce Ely, and Will Thistle, to bring you this highly anticipated webcast.
Do you have clients living in Alabama, Georgia, or Mississippi who plan to sell their business or retire and, just before, consider moving to Florida, Texas, or another income tax-free state? Or perhaps they plan to take their qualified or non-qualified retirement benefits with them?
Whether that’s an effective state tax planning move depends entirely on whether the client truly changed their domicile or residency to the tax-free state, in a timely and legally defensible manner. This is a far more complex issue than it often appears, with significant financial implications for your business and personal wealth.
What You’ll Learn:
This webinar is designed to equip AEC firm owners and leaders with the knowledge to navigate these intricate tax waters. Our experts will cover:
- Understanding Domicile vs. Residency: The critical distinctions that determine state tax liability.
- Key State & Federal Laws: A concise overview of the regulations governing these moves.
- Tips & Traps: Practical guidance on what to do and what to avoid to ensure compliance and minimize risk.
- Real-World “War Stories”: Learn from compelling case studies and common mistakes (you may even recognize yours!).
- Handling Remote Workers: Essential considerations for AEC firms with a dispersed workforce and multi-state tax obligations, including tax compliance and entity restructuring for efficiency.
Don’t Let a Mishap Cost You. Register Today!
Spaces are limited. Secure your spot to gain the clarity and confidence needed to make informed decisions about domicile, residency, and remote worker tax risks.
