Share:
Image
Event Details
When:
March 17, 2022 8:30 AM - 10:30 AM EDT
Where:
Location Name
BNY Mellon Wealth Management
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
