Monthly Archives: July 2019

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Episode 46 –  Live Your Very Best Encore — With Susan Williams



What will keep you feeling zestful, connected, and fulfilled during retirement?

Today, Larry Heller, CFP®, CPA, is joined by guest Susan Williams to discuss the non-financial aspects of retirement. Susan is the founder of Booming Encore, a digital-media hub dedicated to providing information and inspiration to help baby boomers live their very best encore. As an enthusiast for bringing the latest resources to baby boomers, Susan discusses the latest trends in the lifestyles of our aging population and why living purposefully is imperative to our health. 

In this episode, you’ll learn:

  • Which baby-boomer topics are trending on Booming Encore
  • What research is revealing about the health outcomes of retirees who lack purpose
  • Inspirational stories of baby boomers who are turning society’s perception of aging upside down
  • About the growing popularity of generational travel
  • Susan’s key advice for future retirees
  • And more!

Tune in now to learn about this robust resource for baby boomers and get inspired to plan for the non-financial aspects of retirement! 

Resources:  Heller Wealth Management | Booming Encore


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Episode 45 – What You Must Know About Changing Your State Residence — With Karen J. Tenenbaum



Would you ever make a big move to a tax-free state like Florida? 

Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed.

Tax rules around residency can be complex and ambiguous, but today’s guest brings clarity to the subject. CPA and tax attorney Karen J. Tenenbaum is the founder and managing partner of Tenenbaum Law, P.C., which focuses its practice on the resolution of IRS and New York State tax controversies. In this episode, Karen fills Larry Heller in on how the residency rules work in New York State, what to expect if you get audited, and options for resolving a tax matter.

In this episode, you’ll learn:

  • Which lifestyle factors will increase your likelihood of being audited
  • How your residency is determined
  • Why New York’s tax rules affect high-net-worth individuals the most 
  • How New York State calculates the days for the 183-day requirement
  • How to protect and defend yourself at an audit
  • And more!

Tune in now to learn how your residency is determined and actions to take if you get audited.

Resources:  Heller Wealth Management | Tenenbaum law, P.C.: (631) 465- 5000 | e-book: Surviving a New York State Residency Audit| ktenenbaum@LItaxattorney