Rochester - Tax Planning for Snowbirds:
The Benefits and Pitfalls of Changing Residency
September 11, 2018
Considering a move to Florida?
Recent changes to the federal tax code have made moving to warmer climates more tempting than ever. However, before making this move permanent, join us for a brief seminar to make sure you are working with the most current and accurate information.
Please join us for an informational discussion on the new federal tax laws and how they may affect you. We will talk about:
- Requirements for establishing residency
- Common errors and traps when considering relocation
- New York Estate Tax Law and how to minimize its impact
- Durable power of attorney differences in New York and Florida
About the speakers:
Cressida Dixon, Edward Radin and Nicole Marro
Cressida, Edward and Nicole are experienced attorneys with Bond’s tax, trust and estate groups. All three attorneys work with clients to minimize their tax burdens and ensure asset security through multi-generational planning.
3:30 - 4 p.m. Registration
4 - 5:30 p.m. Program with cocktail reception to follow
Bond, Schoeneck & King PLLC
350 Linden Oaks, Third Floor
Rochester, NY 14625