Domicile Planning for your Client (1 hour)

Previous Add to Calendar Next

Aug 7, 2020

Registration: 11:30 AM / Program: 12:00 PM - 1:00 PM Pacific Time

Fees

Member Fee: $39.00
Nonmember Fee: $59.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course explores the domicile needs of a client.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Designed For

CPAs, EAs, financial planners, attorneys

Objectives

  • To allow the participant to understand the domicile needs of a client

Major Subjects

  • Reasons for Domicile Planning
  • The Response of the Various States
  • Domicile Defined
  • Significance of Domicile
  • Types of Domicile
  • Domicile Planning Checklist