Wealth Preservation

Porzio Wealth Preservation Seminars: Relocating to Florida

1/23/2018 | Event

Complimentary seminar for CPAs, CFPs and Attorneys

(2 CE/CFP/CLE credits)

January 23, 2018

5:00pm – 5:30pm Register and Networking

5:30pm – 7:10pm Seminar presented by Richard Ploss, Counsel, Porzio

 

 

This program is the first in a series of seminars that will be put on in 2018 by the Wealth Preservation group on a range of estate planning, elder care, trust, and tax topics.  

Relocating to Florida will focus on benefits and issues associated with assisting clients in moving to Florida. The program will include a discussion on potential income tax advantages, optimal methods for documenting the move that could help in the case of an audit, obtaining a Homestead Exemption for property taxes, and step-by-step transitional moving instructions. 

Please click here to register.

 

For questions, please contact Shannon Tomassi at 973.889.4295.

Credits:

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, 2.0 qualify as hours of credit toward certification in civil trial law, and 0 qualify as hours of credit toward certification in criminal trial law, workers compensation law and/or matrimonial law. BCLE Reg. 302:10.

 

 

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