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STEVEN TOSCHER, MICHEL STEIN and ROBERT HORWITZ to Speak on Federal and State Residency Issues: Remote Workers and Navigating IRS Examination Guidance and State Regulations in the Post-Covid-19 World

We are pleased to announce that Steven Toscher, Michel Stein, and Robert Horwitz will be speaking at the upcoming Spidell webinar, “Federal and State Residency Issues: Remote Workers and Navigating IRS Examination Guidance and State Regulations in the Post-Covid-19 World” on Wednesday, May 5, 2021, 10:00 a.m. – 12:00 p.m. (PST).

This webinar will cover practical considerations for partners and advisers to partnerships now operating under the new partnership audit regime. Our panel of experts will review the latest guidance, explain partnership audit adjustments, and make recommendations for steps to take in light of the implementation of this new regime, including:

  • Recognizing the importance of both citizenship and residence in determining tax liabilities of individuals
  • Purposes of income tax treaties and their applicability
  • Common residency provisions and tiebreakers for dual residents
  • Allocating income between jurisdictions
  • Principal items targeted by state regulatory authorities
  • California tax residency rules and guidelines
  • New York domicile test and primary factors in determining tax residency
  • Dual-residency issues with non-personal income tax states
  • Preparation for nonresident audits
  • Current planning techniques and best practices for tax professionals
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