Tax Planning for Snowbirds:
The Benefits and Pitfalls of Changing Residency

May 16, 2018

Considering a move to Florida?
Recent changes to the Federal Tax Code has 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:
Patrick L. Emmerling, Esq. & Jay A. Organek, Esq.
Patrick and Jay are experienced attorneys with Bond’s tax, trust and estate groups. Patrick is admitted to the state bars of New York and Florida, and both attorneys work with clients to minimize their tax burdens and ensure asset security through multi-generational planning.

Click here to register

If you have any questions, please contact Anne-Marie at 716.416.7087.