State Exit Planning

Moving to Florida doesn’t automatically end your tax obligations to your former state. New York, in particular, is aggressive about auditing domicile changes. They’ll look at where you keep your doctors, where your kids go to school, where you vote, how many days you spend in each state, and where your “stuff” is. California has its own set of tests. If you don’t get the transition right, you could end up paying taxes in both states.

We help you build a clean domicile file from day one. That means documenting your Florida ties, severing the right connections to your former state, and tracking your day count carefully during the transition period.

Tax & Wealth Services

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  Domicile Change Documentation — Building a defensible record of your Florida residency to withstand audit from your prior state.
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  Trust & Estate Tax Planning — Structuring trusts in Florida’s favorable environment, including dynasty trusts and directed trusts.
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  International Tax Compliance — FBAR, FATCA, and foreign trust reporting for individuals with international assets and accounts.
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  Investment Income Optimization — Coordinating capital gains timing, qualified dividend treatment, and tax-loss harvesting strategies.
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  Charitable Giving Strategy — Donor-advised funds, charitable remainder trusts, and qualified charitable distributions planned for maximum tax benefit.
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  Multi-Entity Coordination — Managing tax filings across businesses, holding companies, investment entities, and personal returns as one connected picture.