Breakfast meeting: Hotel Minnesota - Residency and Relocation.

Date: Tuesday, March 28, 2023
Time: 7:30am - 9:00am
Location: Midland Hills - Small Turnberry Room
Speaker: Matt Shea


What determines your state of residence for tax purposes? Understanding the Physical Presence Test – 183 Day Rule and the Minnesota Department of Revenue factors to determine your intentions.

Learning Objectives
Attendees will leave with: 

  1. knowledge on current tax rates and rules;
  2. an understanding of the law related to residency and domicile; and
  3. an awareness of the social and economic impact of flight to other states.

Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

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

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