Avoiding Costly Missteps: An Introductory Guide to State Tax Residency for High-Net-Worth Taxpayers

State tax residency determination represents a significant planning area for high-net-worth individuals, particularly those with substantial income events or those who spend time in several jurisdictions. As states face increasing budget pressures, tax authorities across the nation continue to develop increasingly sophisticated approaches to capturing revenue from residents and former residents alike. States including California […]

How to Restructure Your Supply Chain to Mitigate Tariffs and International Tax Exposure

Restructuring your supply chain isn’t just about operations—it’s about aligning trade, tax, and pricing strategies to reduce tariffs and unlock long-term financial efficiency.

State Tax Nexus: The Hidden Risks That Can Reshape M&A Transactions

State tax issues often surface late in the M&A process—and can lead to complex renegotiations. One of the most common culprits? An overlooked multistate tax obligation.

Exit Planning for Founders in 2025: Tax Timing Strategies that Work

As a founder, you’ve poured years of your life into building your company. The sleepless nights, the pivots, the hiring decisions, the product launches—all leading to this moment…

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