Minneapolis Meeting - Tax Residency Issues
Date: Tuesday, April 26, 2011
Time: 5:30 PM - 8:00 PM
Location: Crowne Plaza Northstar
Speaker: Masha Yevzelman & Karen Sandler Steinert
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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. Karen Sandler Steinert’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
Karen is a senior associate in the Trusts & Estates Group at Fredrikson & Byron. Karen represents individuals on a variety of matters including the preparation of wills, trusts, and related documents; estate, gift, and income tax planning and compliance; inter-generational wealth transfers; and charitable trusts and foundations. Prior to joining Fredrikson & Byron, Karen practiced estate planning at Weil Gotshal & Manges LLP in New York and brings additional experience with estate planning for clients with non-traditional family situations, owners of large art collections, private equity clients and non-U.S. citizens.
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