Moving to a Low or No-Tax State- It’s Not as Easy as You May Think

Date: Tuesday, November 1, 2022
Time: 5:00pm - 7:30pm
Location: Hyatt Regency Bethesda, Rooftop | One Bethesda Metro Center, 7400 Wisconsin Ave, Bethesda
Speaker: Mark S. Klein, Hodgson Russ LLP

About the Program: 
In these days of increased mobility, some clients are considering relocating to tax-favorable states. This program will review the rules used by most states to evaluate whether a taxpayer has successfully changed their residence to another location.  We’ll discuss traps for the unwary and audience questions are encouraged.

About the Speaker:
Mark S. Klein, Esq., chairman of Hodgson Russ LLP, concentrates his practice in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation -- and may be best known for his public speaking on tax topics. Mark splits his time between the Firm's New York City and Buffalo offices.

Mark has represented numerous Fortune 500 companies in connection with corporate, withholding and sales tax audits as well as dozens of individuals who appear on the Forbes 400 list of wealthiest individuals in the United States. He has also been quoted in dozens of newspapers and periodicals, including The New York Times, The Wall Street Journal, Newsday, The Boston Globe and the Associated Press. Mark has appeared as a state tax expert on CNBC, CNN and other news outlets.

Mark taught courses in the Tax Certificate Program in the School of Management at the University of Buffalo on state taxation and tax practice and procedure. He is a member of The CPA Journal editorial review board and has written numerous books, articles and treatises on the subject of multistate taxation. Mark is the general editor of LexisNexis Tax Practice Insights: New York; the editor of New York Tax Highlights and the contributing editor of CCH's Annual Guidebook to New York Taxes. He is the co-author of the ABA Sales & Use Tax Desk Book, CCH's New York Residency and Allocation Audit HandbookNew York Sales and Use Tax Answer Book, the New York State Bar Association's Contesting New York State Tax Assessments, 4th Edition; and CCH's New York Sales and Use Tax. Mark is also a contributor to numerous professional and industry-focused publications.


  • Fees: $45 for active members; $60 for guests. 
  • Registration begins at 5:00 pm. The program will be followed by a reception.
  • Guests are warmly welcome.
  • Parking is available for a fee.
  • The meeting will be moved to Zoom if required for the safety of members and guests during the ongoing pandemic.

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