Wipfli logo

Clearing up common misconceptions about state tax residency

Dan Kidney
Aug 10, 2023

Increased flexibility is creating important implications for both lifestyles and taxes in the digital age. Remote capabilities have given business owners and employees new opportunities for work-life arrangements, which also brings challenges in navigating state tax residency.

This webinar explored how to be strategic about tax residency rules, including common misconceptions to avoid and smart ways to define your income streams. Listen in as Wipfli’s knowledgeable private client tax team discusses the implications of living, working and estate planning in different states.

Watch the on-demand webinar to learn about:

  • Common misconceptions about state tax residency
  • Pass-through entity taxes and why tax residency affects them
  • State tax considerations of estate planning
  • And more

Author(s)

Daniel N. Kidney
CPA, JD, Director
Chris Lockhart
CPA, Partner
Tiffany Kuntemeier
CPA, CSEP, Partner

TOP PICKS

Securing your legacy: Estate planning and gift tax exemption sunset
3 ways to maximize your estate tax exemptions before the sunset
Secure your estate ahead of the lifetime exemption sunset