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State Income Tax Planning Considerations for a Liquidity Event

Withum

Capital Gains Compensation income generally is taxed where an individual performs the services, whereas capital gain income is taxed to an individual’s state of residency at the time of the sale. Make sure you are considering the type of income when implementing state income tax planning techniques.

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Professionals on the Move – August 2023

CPA Practice

Morris has over 10 years of public accounting experience in various areas of tax compliance and consulting. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services.

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NYU School of Professional Studies Presents 42nd Annual Institute on State and Local Taxation on December 11-12 in NYC

CPA Practice

There Are 2, No 3, Responsible Taxpayers in Every Sales Transaction The adoption of marketplace facilitator collection responsibilities has complicated sales tax reporting. Tangible personal property has been a cornerstone concept for both income taxation and sales taxation. Or perhaps abandon the definition altogether?