Virtual
Leaving Hotel California: Nexus Overview 2024
Date: Dec. 6, 2024
Time: 9 – 10 a.m. PT
CPE: 1
Overview
This overview of California state income tax rules will outline how to determine in-state residence for individuals and trusts and how to sever residency. We'll discuss income tax implications for in-state vs. out-of-state residents and various types of income.
Product Code
1000002909-126218
Credit Type
CPE: 1CPE-Technical: 1CTEC-CA: 1Intended Audience
CPAs and attorneys working with trusts in California.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- California income tax residence for trusts and individuals
- Breaking residency
- Income sourcing
Other Dates
Faculty
Naomita Yadav
Naomita Yadav has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.Naomita advises families with generati...
More about Naomita YadavAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.