Virtual Morning Meeting: Residency and Relocation

Date: Tuesday, November 10, 2020
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Matt Shea

Matt Shea works with high net worth families, executives, and business owners on estate planning, business and farm succession planning, estate and trust administration, fiduciary litigation, and international estate and tax planning. Join us as he discusses tax rates and rules related to individual income tax, Minnesota sourced income and estate taxes.

Learning Objectives
Attendees will leave with:

  • Knowledge on current tax rates and rules
  • An understanding of the law related to Residency and Domicile
  • An awareness of the social and economic impact of flight to other states

Approved CE: 1 CFP® & 1 CLE Credit & 1 MN Insurance Credit

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am

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