Smolin Webinar Series
Financial Planning & Considerations When Moving to Florida
Thursday, July 30, 2020 3:00PM EST
If you’re considering moving out of NYC in order to maximize your assets and plan for your financial succession, you’ll want to start planning early to get the full benefit.
In this webinar, we’ll cover the overall financial logistics of the move as well as pieces that should be addressed well in advance including:
- Proof of residency/domicile
- Tax implications & planning tips
- How far ahead you should start prepping
- And more!
About Our Panelists
Connie Eckerle – Certified Public Accountant and Member of Firm, Smolin Lupin
Connie a licensed Certified Public Accountant in Florida and Georgia and has been practicing public accounting since 2004. Her prior experience is in trust tax compliance and internal audit for a large financial institution.
Connie services a variety of industries including physicians, home health agencies, retail, real estate, agents/business brokers, hospitality, interior designers, landscaping, and professional service firms. She provides tax planning, consulting and compliance services for private and closely held businesses, high net worth individuals, trusts and estates.
Henry Rinder – Certified Public Accountant and Member of Firm, Smolin Lupin
Henry is a licensed Certified Public Accountant in New Jersey and New York with more than 30 years of public accounting experience. He services clients in the construction, distribution, manufacturing, and legal services industries. Henry is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the Association of Certified Fraud Examiners and is also a Diplomat of the American Board of Forensic Accountants.
Geoffrey Weinstein – Attorney, Cole Schotz P.C.
Geoffrey Weinstein, special counsel in the Tax, Trusts & Estates Department, counsels those with business and personal interests in the greater New York City metropolitan area and South Florida. He is known as a creative advisor and problem-solver who assists in developing tax planning strategies that preserve wealth and a dedicated advocate who resolves tax controversies.