New York Shows the Need to Thoughtfully Plan When Changing Residency
January 15, 2026
An October ruling by the New York Tax Appeals Tribunal is another example and reminder that if you are thinking of changing residency from a
Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.
An October ruling by the New York Tax Appeals Tribunal is another example and reminder that if you are thinking of changing residency from a
by Kara Talbott, Managing Director & Family Office Fellowand Keenan Call, Director, Family Office Services A trust is more than a legal or financial instrument;
Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of
by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, the business is
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