Domicile Planning for your Client

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.

Highlights

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

Objectives

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

Designed For

CPAs, EAs, financial planners, attorneys