Life Unlimited with Larry Heller, CFP(R)
Business:Investing
Episode 45 - What You Must Know About Changing Your State Residence — With Karen J. Tenenbaum
Would you ever make a big move to a tax-free state like Florida?
Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed.
Tax rules around residency can be complex and ambiguous, but today’s guest brings clarity to the subject. CPA and tax attorney Karen J. Tenenbaum is the founder and managing partner of Tenenbaum Law, P.C., which focuses its practice on the resolution of IRS and New York State tax controversies. In this episode, Karen fills Larry Heller in on how the residency rules work in New York State, what to expect if you get audited, and options for resolving a tax matter.
In this episode, you’ll learn:
Tune in now to learn how your residency is determined and actions to take if you get audited.
Resources: Heller Wealth Management | Tenenbaum law, P.C.: (631) 465- 5000 | e-book: Surviving a New York State Residency Audit| ktenenbaum@LItaxattorney
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