Business Owners: Residency Transition Key Considerations

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Presented on:
November 2, 2021 10:00 AM PT
Duration:
1 hour
Location:
Online

If you’re preparing to move or expand your business, it’s never too early to start looking at the potential tax implications of this transition. You’ll need to take a holistic approach to understand what it means for you to relocate your business.

Join us for our webcast on residency transitioning. Our industry professionals will discuss potential benefits and challenges, transition planning, as well as the following topics:

  • Estate planning

  • Federal and state taxes

  • Impact on employees

  • Location analysis

  • Credits and incentives

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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Speakers

Matt Dover, CPA, Director, Moss Adams

Matt has practiced public accounting since 2007. He performs tax planning and compliance services for clients in the financial services and real estate industries. He also works with closely held businesses in the retail and wholesale industries.

Gabriel Sermeno, Senior Manager, Moss Adams

Gabriel has worked in economic development consulting since 2011. He consults with clients on statutory and discretionary credits and incentives related to economic development activity such as job creation and retention, capital investment, and employee training. Gabriel also advises clients on multistate incentive opportunities related to site selection, corporate expansion, and relocation.

Chris Waetzig, 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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Related Topics

Changing Your Residency from California: Considerations and Alternatives
Transition Planning During Times of Disruption Such as COVID-19
Your Wealth Management Firm Was Acquired—Now What?

Applicable Industries

Private Clients