St. Paul Meeting - Tax Residency Issues

Date: Tuesday, April 19, 2011
Time: 7:30 AM - 9:00 AM
Location: Midland Hills Country Club
Speaker: Masha Yevzelman & Peter Hatinen

Two attorneys from the Minneapolis law firm of Fredrikson & Byron, P.A. will present on tax residency issues.  Masha Yevzelman will provide an overview of how to best advise clients on making a successful domicile change.  Having recently helped many taxpayers navigate such audits and appeals, Masha’s portion of the presentation will include insights into the Minnesota Department of Revenue’s mindset with regard to residency changes and its increased audit efforts of individuals who have attempted to change domicile to states without an income tax (e.g. Florida, Nevada, Texas, and Wyoming).  Masha will also cover recently proposed legislation of closing the “snowbird loophole” and deferred compensation.   Peter S. Hatinen’s portion of the presentation will discuss the impact the situs of an estate or trust has on income and transfer tax planning.

Masha is an associate in Fredrikson & Byron’s Tax Disputes & Litigation Group. Masha focuses on state and local tax disputes at the audit, administrative appeal, and court litigation levels. Masha has experience litigating and resolving individual and corporate income tax, residency, sales and use tax, cigarette and tobacco tax, insurance tax, Minneapolis Entertainment Tax, and various other state and local tax matters. Masha’s practice also includes federal income tax planning and IRS disputes, such as helping clients comply with requirements relating to foreign income, foreign bank accounts, and Passive Foreign Investment Companies
Peter is a shareholder in Fredrikson & Byron’s Trusts & Estates Group. He joined the firm in 2003, after practicing for three years in Boston, Massachusetts. He  assists individuals, families, and businesses with a variety of tax, estate planning, and business matters. Peter advises clients regarding wills and trusts, tax planning, buy-sell agreements, family partnerships, business succession, charitable gift planning, asset protection, and probate and trust administration.

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