TAX2509

Escaping the high-tax blues: How to effectively change your residence from a high-tax state to a low- or no-tax state.

Date
June 11, 2025

Spending six months and a day in a new state and filing a bunch of paperwork, will no longer cut it. In this session, we will discuss the rules applicable throughout the U.S. that impact a state’s ability to challenge a taxpayer’s residency. It’s not as easy as many people think.

Learning Objectives

  • 1. To understand what it takes to get a state to accept a taxpayer’s change of residence.
  • 2. To appreciate the tax implications of moving to a low- or no- tax state.
  • 3. To identify certain traps for the unwary.

Speakers

Speaker Image for Mike Grim
Director, Cherry Bekaert Advisory LLC
Speaker Image for Mark Klein
Partner/Chairman Emeritus, Hodgson Russ LLP

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