Potential Success and Challenges of a Residency Transition

Considerations Before Changing Your Residency from California

Presented on October 31, 2022

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

Contact Us with Questions

First Name

Last Name

Email

Organization

Title

City

State

Phone

Additional Information

How did you hear about us?

I agree to the terms and conditions of the Moss Adams privacy policy <a href="/privacy" target="_blank">here</a>.

I agree to the terms and conditions of the Moss Adams privacy policy here.

The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.