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Posts by Tony Kozaili

Changing State Residency

Advisor Perspective

Changing state residency is something we see regularly due to job changes or retirement, or for income tax reasons. A surprising effect of COVID-19 is the desire for more people to change their residency and the possibility of state income tax problems. As more people have been working from home successfully, we’ve seen an increase…

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Items to Consider When Working Abroad

Advisor Perspective

Although working abroad is a tremendous opportunity, moving to a new location – especially a different country – requires attention to many details, both personal and professional. Your move is much more than just the physical shipment of your household goods. If you’re a citizen or resident of the United States who lives or works…

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