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Moving Out Of High Tax States To Lower Tax States: 50 Steps To Change Your Domicile (7 Pages)

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Description

In recent months, there have been numerous articles in the Wall Street Journal, the LA Times and other publications highlighting the exodus of wealthy executives, investors and other high-profile names leaving their current high tax states of domicile for lower – or no (income and estate) tax states. 

 
Statistics suggest the wealthy are not alone. High property taxes, limited federal tax deductions for state and local taxes and increasing housing prices are also causing many “middle class” people to move to more affordable locations.
 
The tax stakes are high in successfully completing a change of domicile. The high tax states are unwilling to relinquish revenue without a struggle. Remember that the burden of proof in any challenge falls squarely on the taxpayer.  These 50 steps will give your clients a better chance of avoiding a damaging residency audit.  
 
Author:
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.
 
He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.
 
Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others.  He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.

You may also be interested in the following form(s) and/or downloadable books:

         ALL (75) Estate Planning Forms (75 Forms, 948 Pages)

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