This Month we have another great topic:

Latest developments in Residency Transition matters Presented by Moss Adams, LLP

Are some of your clients considering moving to Nevada? Join us July 16th when Francine Vorhees, Moss Adams (MA) LLP Partner, and Chris Parker, MA Senior Manager, will talk about some of the latest developments in residency transition matters including: current trends, common questions, and a little insight into how the Franchise Tax Board handles residency audits. One of the considerations for those looking to transition their residency is the reach of California’s Trust Taxation code sections as well as some of the latest cases and how they may impact trust taxation.

Finally, Francine and Pat Dwyer, MA Director, will discuss the new Kaestner Trust decision from the US Supreme Court and its implications in estate planning both within and outside of California. If time allows, there may be a discussion of “NINGs, DINGs, and other things.”

This promises to be an engaging presentation filled with Q & A, as well as some great take-aways.

JULY SPONSOR: This event is generously sponsored by: John Cooper with Cooper Realty

Registration deadline is Thursday, July 11th, 4:00 P.M. Please be sure you have registered and we have your meal information by that time.

$40.00 for members
$50.00 for non-members

Register now!