California Departure: Records and Support Handoff
Prepare the California departure records your adviser needs, distinguish account support from tax advice, and choose the right guide for an audit or income question.
3 minState Guides
Comprehensive guides for leaving your current state and establishing Florida residency. Find your state to see tax rates, audit risks, and exit strategies.
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High-Tax States
Moving from New York to Florida
Complete guide to leaving New York for Florida residency. Learn about NY's strict 183-day rule, domicile vs statutory residency, audit defense strategies, and how to properly break New York tax residency.
15 min readLeaving New Jersey: Payroll and Return Handoff
Prepare the records your payroll team and tax preparer need for a New Jersey departure, including income earned during both residence periods.
2 min readMoving from Massachusetts to FL
Complete guide to leaving Massachusetts for Florida residency. Learn about the 5% flat tax plus 4% millionaire surtax, DOR audit practices, and how to properly break MA residency.
11 min readLeaving Oregon: Residence and Workday Records
Prepare an Oregon departure file using the actual residence tests and income sources. Staying below 200 days is not a universal exemption.
2 min readMinnesota Snowbird Departure: Records to Prepare
Prepare Minnesota home, day-count and move-year records before a Florida departure consultation. Separate a seasonal stay from a supported change of domicile.
3 minLeaving DC: Residence, Payroll and Refund Records
Sort a DC departure into residence facts, payroll updates and a possible withholding-refund question. Prepare the records needed before choosing D-40 or D-40B.
3 minMoving from Connecticut to FL
Complete guide to leaving Connecticut for Florida residency. Learn about CT's income tax rates, aggressive audit program for hedge fund departures, and proper exit procedures.
8 min readMoving from Hawaii to Florida
Complete guide to leaving Hawaii for Florida residency. Learn about HI's 11% top tax rate, unique 200-day rule, and how geographic distance makes the transition clearer.
7 min readMoving from Maryland to Florida
Complete guide to leaving Maryland for Florida residency. Learn about MD's state plus county taxes (up to 9.8% combined at the top), and how to properly establish Florida domicile.
7 min read