Tax

Private Client Services Co-Chair Laura Zwicker shared her insights with The San Francisco Standard on California’s residency rules and the challenges of changing tax residency.

Excerpt:

California residency is determined by more than the location of your house. There are all sorts of rules and conditions the state can use to stipulate residency, making extraction no simple matter. California’s Franchise Tax Board has some of “the most invasive audits that I have seen,” said Laura Zwicker, a Los Angeles-based tax attorney. “They want to see all of the data on all of your devices. Where did you make ATM withdrawals? Where are you charging using Apple Pay? All of those things.”