New
24WM-0010: Minnesota Residency Update for Individuals, Estates and Trusts (Webinar)
Thursday, June 20, 2024
10:00am - 11:40am Central Time
2 CPE (2 technical) | 2 CFP
Learn the latest on residency rules for individuals, estates and trusts. Review current rules for individuals changing residency from Minnesota to another state. Address frequently asked questions, myths about residency changes, and how to survive a residency audit of an individual or an estate. Recognize when it is unconstitutional for a state to tax a trust as a resident trust in light of the U.S. Supreme Court’s opinion in Kaestner and the Minnesota Supreme Court’s opinion in Fielding. Explore current Minnesota guidance when it comes to trust residency as well as potential planning opportunities.
Major subjects
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Refresher on residency rules for individuals, estates, and trusts
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Implications of the Kaester and Fielding rulings on trust residency
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Taxation of nonresidents -- is it worthwhile to change residency for a trust or an individual?
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How to make residency changes for individuals and trusts
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Tips for preparing for -- and surviving -- a Minnesota residency audit
Learning objective(s)
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Identify fact versus fiction when it comes to changing residency for individuals
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Understand the implications of Kaestner and Fielding on trust residency
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Get guidance and updates on individual, estate and trust residency issues
Who should take this program?
Tax return preparers for nonresident individuals, estates or trusts; and anyone advising clients on residency changes
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$129.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$99.00
|
Standard Nonmember Fee |
$129.00
|