Whether moving for new opportunities, better standard of living, or to be closer to family, many people are making the challenging decision to leave their home states. However, when moving across state lines, those with more substantial income and assets are likely targets for state revenue agencies.
Planning your move, identifying the steps you need to take to establish residency, and navigating potential tax implications are critical to make your transition successful. Join us for our webcast, where we’ll highlight what to consider before transitioning your residence to another state. We’ll cover key topics, including:
- Revenue agency audit
- Tax issues
- Trust and estate issues
- Timelines
- Impacts on other planning items
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