Potential Success and Challenges of a Residency Transition

Considerations Before Changing Your Residency from California

Presented on October 31, 2022

Chris Parker, JD, Principal, State & Local Tax Services
Bob Reynolds, Principal, State & Local Tax Services

While there may be advantages to relocating out of California, there are also risks that often arise from a taxpayer’s lack of knowledge around income thresholds, proper documentation, timing, and Franchise Tax Board (FTB) residency exams.

View our on-demand webcast, Considerations Before Changing Your Residency from California. We’ll explore those pitfalls and what’s needed to plan a successful move.

Related Topics

Key Steps to Protect Your Assets When Moving

Changing Your Residency from California: Considerations and Alternatives

Out-of-State Residency Transitions: Tax Planning for Individuals and Trusts

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