Helping Clients Declare Florida Domicile

    May 08, 2019
    5:30 PM - 8:00 PM
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    Artichoke & Company
    11920 Saradrienne Lane
    Bonita Springs, FL 34135
    Venue website

    Recent federal tax changes are making relocation to the Sunshine State even more appealing in 2019. With a newly enacted limitation on the deductibility of state and local taxes (SALT), many residents from high-tax states are exploring solutions to reduce their tax exposure. The change in the federal tax code combined with Florida having no personal state income tax has become a key driver in the relocation of many high-net worth families to Florida.

    Learn how to talk to your clients about the benefits of Florida domicile and what key steps they should take to prove intent so they have a solid arsenal of proof if/when a former state threatens to go after them for state taxes. Author of "The Florida Domicile Handbook" E. Michael Kilbourn will teach you why Florida domicile is not only beneficial for your clients' financial portfolios, but also how it can help you grow your business. Kilbourn, a family wealth transition planning specialist, has taught thousands of seasonal residents how to legally declare domicile, which includes:

    • How to prove legal intent to change domicile
    • Whether it is ok to do a split domicile
    • When to set up a Florida trust,
    • How to protect income coming from other states
    • How to stay scam-free and keep predators at bay
    • When to buy a house
    • Filing for Florida homestead
    • PLUS so much more!

    Attendees of this event will enjoy bulk discounts on purchases of "The Florida Domicile Handbook."
    Approved for 1.5 credits of CFP® CE.


    $45.00 Member dinner ticket

    $50.00 Guest dinner ticket