ACG NJ Member Forum Meeting, March 17, 2022

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ACG NJ Member Forum

Event Details

When:

March 17, 2022 8:30 AM - 10:30 AM EDT

Where:
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Overview

Body

Member Forum Meeting 

 Continental breakfast will be served.


A Guide to Changing Domicile to Florida:
Tax and Non-Tax Implications and Best Practices

    • What does it mean to change domicile to Florida?
    • Discussion of state income taxes, estate taxes, income taxation of trusts, and the importance of state income taxation in the context of retirement benefits.
    • Effect of changing domicile on estate planning.
    • Explanation of homestead exemption.
    • What to do when you arrive in Florida.

Sponsored and Hosted by ACG NJ Member:

Clare McCoy, CFP®
Senior Client Strategist
BNY Mellon Wealth Management

 

Presented by:

Andrew Seiken, JD, LLM

Senior Wealth Strategist
BNY Mellon Wealth Management
   
  
Hosted by: ACG
Chapter
New Jersey
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