legacy planning

An Honest Look at Saving Taxes by Relocating from California or New York

Topics: Business Tax, Estate, Estate planning, Estate tax, legacy planning, Personal Tax, small Business, Tax Insights, taxes

Market Trend: Individuals and businesses in high tax jurisdictions have been expressing unprecedented interest in relocating to states with more manageable tax regimes. This is especially the case with business owners looking to sell their businesses. But whether this trend rises to the level of an “exodus”—as many characterize it—is up for debate. The impetus...