Domicile Planning for your Client
Tuesday, June 25, 2019
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 firstname.lastname@example.org.
- To allow the participant to understand the domicile needs of a client
- Reasons for Domicile Planning
- The Response of the Various States
- Domicile Defined
- Significance of Domicile
- Types of Domicile
- Domicile Planning Checklist