3 articles in State Tax Planning
A comprehensive guide to avoiding state tax residency audits when relocating to Florida. Learn the 5-factor domicile test, documentation requirements, high-earner audit triggers, and why the 183-day rule alone won't protect you from California, New York, or New Jersey tax authorities.
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Learn the exact steps to legally establish tax residency in Florida, Texas, Nevada, or other zero-income-tax states. Includes IRS requirements, documentation checklists, common mistakes, and a real client case study showing $18,000+ in annual savings.
Learn the exact steps to legally end California residency and protect yourself from Franchise Tax Board audits. Includes FTB Publication 1031 requirements, the 19 residency factors, documentation checklists, and real case law examples.
Master the strategic distinction between state residency and domicile. Learn about the 9 zero-income-tax states, Florida's unmatched homestead protection, New York's aggressive audit tactics with 50%+ failure rates, and how to properly document a genuine domicile change.
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