Tax Residency Planning
Establish tax-advantaged residency in Nevada. Domicile strategy, documentation, and compliance for individuals and trusts relocating from high-tax states.
Establishing proper Nevada domicile is the foundation of a defensible tax-residency change. I work with your CPA and your client to ensure the home purchase supports their residency claim — from neighborhood selection to closing timelines aligned to the tax year.
Nevada has no state income tax, no inheritance tax, and no estate tax. The California Franchise Tax Board actively audits residency changes. Your home purchase is evidence item number one. I make sure the transaction is documentation-ready and timeline-ready.
Whether you're a high-net-worth individual leaving California, a pre-IPO founder planning ahead, a retiring executive, or a trust beneficiary — the domicile strategy has to be bulletproof. I've closed 500+ families through this process.
Who This Is For
- High-net-worth individuals leaving California or other high-tax states
- Pre-IPO founders planning residency before liquidity events
- Retiring executives establishing a lower-tax base
- Trust beneficiaries relocating for tax efficiency
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