Successfully Changing Your Tax Residency Requires More Than a Change of Address

Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home. Changing your tax residency has many potential positives, but it’s not as simple as filing a change of address with the U.S Postal Service. 

A tax residency checklist is also available when considering establishing residency in a new state for income tax purposes.