On June 24, 2026, Michele Weiss, principal at Holtz, Slavett, Drabkin & Warner, together with Scott Fink, partner at Greenberg, Traurig, and Yvonne Cort, partner at Capell, Barnett, Matalon & Schoenfeld, will discuss New York and California state residency audits at the TAC Annual Tax Controversy Event at Bergen Community College in Paramus, NJ. Carneil Wilson of Dentons Sirote will be moderating the panel. The residency panel is part of a larger panel on tax issues impacting high net worth individuals and family offices.
As high net worth individuals become more mobile, residency issues become murkier. Moreover, many high net worth individuals seek to move to lower state tax jurisdictions. But changing state residency can be a complicated and involved process. Residency audits can be very intrusive as how individuals go about their day-to-activities impacts state residency determinations. Planning is critical to ensure that individuals are not surprised by a state’s residency determination.
If you have questions about a state residency audit, please reach out to Michele Weiss, who has extensive experience in this area. Michele, along with the other attorneys at Holtz, Slavett, Drabkin, & Warner, is a former IRS Counsel attorney. She is also a California state bar certified specialist in taxation law. Michele uses her experience to help her clients get the very best possible resolution of their federal, state and local tax disputes with the IRS, FTB, CDTFA, EDD, County Assessor, and LA Office of Finance. Michele also provides tax consulting and advisory services.
Michele can be reached at mweiss@hsdwtaxlaw.com and 310-550-6200