White Paper: State of Change

Derek, Madonna and Martha are just three high-profile cases that represent the lengths the state of New York will go to in order to retain the tax revenue of people who try to leave. They are but a tiny fraction of the 5,000 income tax audits a year and about 300 field auditors dedicated to residency audits – a gauntlet that requires advance preparation and constant diligence.

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Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC