Join Tax Attorney Michael Duffy for a complimentary, in-depth seminar on Massachusetts Nonresident Tax Planning. This program will explore the key distinctions between resident and nonresident taxation, including income sourcing rules, estate tax considerations, and the complexities of establishing residency outside of Massachusetts. Attendees will also gain timely insights into current Massachusetts Department of Revenue nonresident audit trends.
Designed for CPAs, CFPs, and other advisors, this session offers practical strategies to help clients navigate multi-state tax exposure and minimize risk. Participants may attend either
in person or online, and CPAs and CFPs can earn 2 CE credits.