Key Steps to Protect Your Assets When Moving

Presented on:
June 8, 2021 10:00 AM PT
1 hour

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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Jode Beauvais, CPA, Partner, National Practice Leader, Individuals and Families, Moss Adams

Jode has been in public accounting since 1995. She’s responsible for tax planning, consulting, and compliance for a variety of clients, including individuals, partnerships, corporations, and trusts. Jode provides tax, financial, and estate planning services to closely held businesses, families, and individuals with the mission of helping them define, measure, and achieve their financial goals.

Chris Parker, Senior Manager, Moss Adams

Chris began his tax career at California’s Franchise Tax Board (FTB) in 2004 and currently leads our state and local tax controversy practice. He resolved our first matter before California’s new Office of Tax Appeals, providing over $2.5 million in benefits to his clients. Chris has addressed matters involving large and mid-size corporations at every level of administrative controversy.

Chris Waetzig, CFP, CPA, Senior Advisor, Moss Adams

Chris has practiced in financial services since 2010. He advises clients during the planning and execution phases of the business lifecycle, specifically surrounding business transition. This includes personal financial modeling, pretransition estate planning, coordination with advisors on exit strategy, and advisory during and after a transaction. He understands both the emotional and financial effects that owners face and the nuances of the various approaches to a business transition.

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