Question

Do I need a tax professional for a California residency change?

Answer

A California residency change involves complex rules and aggressive Franchise Tax Board scrutiny, especially around liquidity events. Working with a tax professional who understands California residency law can help you document your move properly and avoid costly audit assessments.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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