Domicile Planning for your Client (1 hour)

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Aug 18, 2020

Registration: 4:30 AM / Program: 5:00 AM - 6:00 AM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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

Designed For

CPAs, EAs, financial planners, attorneys


  • 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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email