PREMIUM RESOURCE

The Executive Mobility Tax Prevention & Defense Playbook

Navigate the most aggressive tax enforcement landscape in decades with confidence.
This playbook equips executives, founders, and CFOs with proven strategies to identify and neutralize the five biggest mobility tax risks. Inside, you’ll find state-by-state risk maps, audit-ready documentation systems, and international compliance frameworks—practical tools you can implement immediately to protect your position and stay ahead of complex, overlapping tax rules.

    What’s Inside the Executive Mobility Tax Prevention & Defense Playbook

    Most tax resources stop at surface-level checklists or generic advice. This playbook goes further—delivering the same frameworks, documentation systems, and risk analysis we use to protect high-stakes clients from multi-state and cross-border tax exposure.

    Inside, you’ll get:

    • Complete Risk Frameworks – Detailed breakdowns of the five costliest mobility tax traps, with clear, actionable steps to avoid them.

    • State-by-State Risk Maps – Visual guides to residency audit aggressiveness, convenience-of-the-employer rules, and nexus thresholds.

    • Audit-Ready Documentation Systems – Proven templates and checklists to establish and defend your position before enforcement starts.

    • International Compliance Guides – FBAR, FATCA, and treaty-based planning explained with practical examples and filing strategies.

    • Remote Worker Nexus Analysis – Tools to calculate true compliance costs and avoid triggering corporate tax obligations in new states.

    Why This Is Different
    This isn’t a theoretical white paper. Every strategy in this guide is drawn from real-world engagements with executives and companies who’ve faced—and overcome—aggressive state and international enforcement. You’ll get practical, tested solutions backed by current law, case precedent, and enforcement trends, all designed to save you time, reduce risk, and keep you in control.

    43 Insight-Packed Pages

    With skimmable sections, deep dives, and actionable toolkits, there's something for everyone.

    4 Compliance Toolkits

    Ready-to-implement systems for proving residency, tracking day counts, and assessing tax exposure.

    Exec-Friendly Format

    Read the full guide in an hour, skim it in 25 mins, or use the directed experiences to focus on what matters most to you.

    International Coverage

    Dive into the details on FBAR, FATCA, and treaty-based tax planning.

    Performant & Powerful

    Action plans and role-specific task lists to move from risk awareness to a fully documented, audit-ready position.

    Case Law & Enforcement Data

    Features insights and data from leading jurisdictions including California, New York, and countries around the world.

    Safeguard Your Wealth Today

    Schedule Your Initial Assessment
    Uncover hidden tax risks and receive a tailored action plan designed to help you avoid costly penalties and save millions.

    The Fine Print

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