Relocation Planning: State Tax Issues to Consider When Moving to a New State

Relocating isn't just for retirees anymore. As more people take advantage of remote work opportunities or other circumstances that are evolving in their lives, moving to a new part of the country has become more appealing and more feasible.

However, before you schedule the movers and set off for your new home state, there are numerous financial factors to consider. In fact, there is a maze of interconnected financial, tax, legal, and personal factors that can be impacted by such a decision.

In this webinar, a group of advanced planning experts from across the tax, legal, and wealth management spectrum join me to discuss key relocation tax planning and financial strategies and considerations (watch the entire webinar below).

If you have questions about an upcoming relocation, please do not hesitate to contact me to discuss your unique scenario.

Relocation planning: A look into state tax issues to consider when moving to a new state.