Key Considerations Before Transitioning Your Residency

Presented on:
June 5, 2020 10:00 AM PT
1 hour

If you’re seeking an improved quality of life, reduced cost of doing business, or decreased state taxes, you may be considering a residency transition. However, if you’re contributing a sizeable amount in income taxes, your state may make it difficult for you to leave.

In addition to knowing how to properly change your residency, it’s equally important to know the tax implications before making the move. Join us for an on-demand webcast addressing the following key questions to consider before moving to a new state:

  • How do I establish residency?
  • How do I determine the overall tax impact?
  • What are the potential tax exposures and audit risks?
  • What are the possible estate impacts, especially in our current low-interest rate and valuation environment?


Jerry Yu, LLM, JD, Partner, Moss Adams

Jerry has provided tax and strategic planning advice since 1999. His clients include privately held companies and their owners in a variety of industries, including high-tech, software, and real estate. His experience includes analyzing complex tax issues and evaluating tax implications of proposed transactions and alternatives for individuals, entrepreneurs, families, and their closely held businesses.

Francine Vorhees, CPA, Partner, Moss Adams

Francine is a partner in the Moss Adams California Central Valley office. She is the leader of the trust and estate group for the California Central Valley office and coleader of the firm’s Estate Planning Group. Francine has been practicing for over 30 years. During that time, she’s run her own practice and was a partner in a local accounting firm before merging with Moss Adams. Francine combines her practical business experience with her technical knowledge when advising her clients on tax compliance and planning, business consulting, and estate issues. Her passion is helping clients achieve their goals while reducing overall taxes.

Bob Reynolds, CPA, Partner, Moss Adams

Bob has been in the accounting industry since 1986, with experience in income and franchise tax dispute resolution and tax planning. Prior to joining Moss Adams, Bob was a senior audit manager with the California Franchise Tax Board (FTB). During his 12 years with the FTB, he specialized in overseeing examinations of Fortune 500 companies throughout the United States. He also performed and managed personal income tax examinations of high net worth individuals involving residency and complex sourcing issues.

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