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Relocation Roadmap - Avoiding Tax Traps

October 1, 2015
6:30 PM - 8:00 PM EST

Speakers: Alan E. Lieberman, Louis B. Schatz

October 1, 2015
6:30 PM - 8:00 PM EST

6:30 - 7:00 PM
Registration and Refreshments
7:00 - 8:00 PM

Bruce Museum
One Museum Drive
Greenwich, CT


Are you considering changing your residency from Connecticut to another state?  Is it a state without a personal income tax or an estate tax?  If so, this complimentary presentation will answer a number of questions you may have and help you avoid tax traps that catch the unwary.  The speakers are experienced practitioners who work regularly with individuals and taxing authorities on the many issues that can arise in connection with a move to another state.  They will outline the actions that you should take to effectively carry out a change in residence for tax and other purposes.

To guide you in this transition, some of the questions the speakers will address are:

  • Is it correct that all I need to do to change my residence to a new state is to get a new driver’s license and register to vote there?
  • Do I have to sell my Connecticut house?
  • How much time can I spend back in Connecticut each year visiting family and friends?
  • What if I am still working in Connecticut or for a Connecticut employer when we begin this transition?Are there special considerations for people who own a business that they plan to sell before or after the move?
  • How will the move affect any retirement pay that I may receive, whether from pensions or deferred compensation?  Connecticut can’t possibly tax those once I leave, right?
  • Do I have to redo all my estate planning?

For directions to the Bruce Museum, click here.

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