Executives: Residency Transition Key Considerations

Presented on:
October 26, 2021 10:00 AM PT
1 hour

When considering a business residency transition, executives must consider the tax implications of moving from one state to another. These changes can be complex, so planning and analyzing goals ahead of time can be critical to your overall success.

Join us for our webcast covering what you need to know before transitioning your business’s residence to another state. We’ll cover:

  • Equity planning

  • Sourcing mechanisms

  • Qualified small business stock (QSBS)

  • Estate planning considerations

If you have specific questions you’d like our presenters to address, send us an email at amanda.marquez@mossadams.com.

Click here to view a copy of the PowerPoint slides.

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Jennifer Mosley, CPA, Senior Manager, Moss Adams

Jen started her career in public accounting in 2006 and is responsible for tax planning, consulting, and compliance for a variety of clients, including individuals, partnerships, corporations, and trusts. She provides tax, financial, and estate planning services to business owners, executives, and families with the mission of helping them define, measure, and achieve their financial goals. Jen also assists with complex income and estate tax planning needs.

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.

Brian Steuber, CPA, Partner, Moss Adams

Brian has practiced public accounting since 1992 and provides insight on complex tax matters to individuals and companies. He specializes in private client services, both domestically and internationally, and works with companies with global mobility tax service needs. Brian has also provided wealth management services to C-level and other key executives regarding stock options, equity transaction planning, AMT tax planning, and other complex investment tax issues and structuring.

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