All Episodes

Plan of Conversion: the most important document in moving your company to a new state, not a DIY job

Moving your company to a new state: why dissolution spells disaster for many business owners

$40k SALT cap? More illusion than reality for many small business owners.

NYP: Rumors swirl among Miami brokers that Elon Musk toured this $300M under-construction mansion

Revisited: State Corporate Income Tax Rates and Brackets, 2026

DEXIT: Is Delaware Losing Its Corporate Crown—and Is Texas Next in Line?

National Tax Literacy Poll: Understanding the Tax Code

Pew: Tax Revenue Trends

Caught On Tape: California Billionaire Tax Architect Admits Wealth Confiscation Could Go Further

New York City announces $500m tax raid on high-value second homes

Testimony: Illinois “Millionaire’s Tax” Would Hurt Small Businesses, Exacerbate Outmigration

Wealth Tax Author Admits: Not a One-Time Tax

Tax Foundation: Total State Tax Collections per Capita

Attorney vs. AI: one is an asset, the other is a liability

WSJ: A Hidden Liability for U.S. Cities

The importance of keeping your CPA informed when moving your company to a new state

How foreign entity registration differs from redomestication (and why both are sometimes necessary)

How redomesticating is the first step (not the last) to ending tax obligations in your prior state

How sales taxes affect the choice of legal domicile for small businesses

Report: More Americans are quitting their U.S. jobs to work abroad, study finds

Mapped: How Much You Need To Earn To Be Considered Middle Class by State

NYP: California’s population plummets for first time since the pandemic—as LA sees staggering exodus

SFGate: Study tracked movers for years after they left California. Here's what it found.

Report: Billionaire Stephen Ross says South Florida’s business relocation push in the '1st inning'

"We’ve been abandoned": Some Md. business owners say Gov. Wes Moore left them behind

Report: Median Annual Property Taxes by State

Tax Foundation: Americans Are Moving to States with Lower Taxes and Sound Tax Structures

Report: Thousands of Businesses Fleeing New York, Many Jobs at Risk

Forbes: Google Billionaire Sergey Brin Compares California Wealth Tax to Soviet Union Socialism

Report: California exodus continues

Tax Foundation: Facts & Figures 2026—How Does Your State Compare?

Report: Millions of People Ages 65+ Are Shunning Retirement in America’s Most Expensive ZIP Codes

Report: 2026 State Corporate Income Tax Rates and Brackets

New York Times: California Billionaire Tax Has Signatures Needed for Ballot

Report: The Great State Tax Divergence

Report: How Much Americans Save on Taxes by Moving to Florida

Why does AI give the worst advice to business owners moving to new states?

Report: Years to Save for a Home by State and Why Business Owners Are Moving to Texas and Florida

The Growing State Tax and Jobs Divide

Fiduciary Blind Spots Many 401(k) Plan Sponsors Overlook

Why adding a Cash Balance Plan After a 401(k) Plan benefits owners

Trump Savings Accounts

Limiting FLSA exposure with accurate incentive compensation design

QDROs: Hidden risks for divorce attorneys

Report: Massachusetts loses $4.18 billion in income as young workers leave

Report: Could corporate America leave Delaware behind?

Report: California’s Strict Regulations May Frustrate Business Starts

Report: State Individual Income Tax Rates and Brackets, 2026

Report: Billionaires and businesses fuel growing exodus from blue states

Report: Why Are So Many Companies Moving to Florida?

Integrating a Cash Balance Plan with a 401(k) Plan

Report: Corporate America is on the move

Report: NYC business leader warns exodus is brewing over Zohran Mamdani’s tax hike crusade

Michigan businesses are shutting their doors

Yamaha is leaving California after nearly 50 years Liberty

Report: Movers and Shakers in the 2026 State Tax Competitiveness Index

Report: Here’s How Much L.A. and Silicon Valley High-Earners Could Save by Moving to Florida

Report: ‘Everyone’s leaving’: Why more of the wealthy are moving from Massachusetts to other states

Report: The State Income Tax Divergence

Report: Musk Seeks To Remove Delaware Judge From His Cases After She "Liked" A Post About His Trial

Illinois sees surge in business losses, ranks second after California

ExxonMobil may leave New Jersey after 144 years—and Texas is the reason

20 companies that moved from California to Texas this decade

Leaving Washington State: Redomestication as a Legitimate Tax Minimization Strategy?

"I moved my company out of NYC . . . My only regret is that we didn't move sooner."

Massachusetts loses billions in income after millionaire tax

Report: Blame high taxes, excessive regulations for businesses fleeing Illinois

Local tech companies say new IT tax could push them out of Maryland

Washington state: it’s not just the increased taxes that are driving businesses away

Yet Another Tech Titan Flees California For Texas

Mamdani Proposes Massive Estate Tax Exemption Cut From $7M To $750K, Among Other Tax Increases

Washington’s 9.9% Millionaire Tax Raises Fears of Wealthy Exodus

Inside the exodus of California tech billionaires to Florida...

Former Starbucks CEO Schultz moves to South Florida

After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks

Texas redomestication: over 300 companies move headquarters to Texas in 9 years

Redomestication: California's billionaires are moving to Miami. Are they bringing their businesses?

Operation Epic Fury: Retirement Plan Investments During Market Volatility

Larry Ellison Relocates To Trump’s Palm Beach Backyard

Oklahoma oil and gas leader warns lawmakers after Devon Energy, Expand Energy move to Texas

Riding the Redomestication Wave: California-based Public Storage Moving Headquarters to North Texas

Association of Washington Business: Survey Shows More WA Businesses Looking to Leave

Wall Street to Y’all Street’: Why America’s wealthy trades city luxury for acres of Texas freedom

Steven Spielberg Flees California Amid Raging Wealth Tax Battle

New York Is Losing High-Income Earners to Texas—Here’s Why

Mamdani Warns of Nearly 10% Property-Tax Boost if No Tax on Wealthy

Palantir moving its headquarters from Denver to Miami

Legally Lowering Taxes For High Earners: Cash Balance Plan Funding Risks

Cash Balance Plan Compliance Requirements: Legally Reducing Taxes for High Earners

What are the ongoing costs of administering a cash balance retirement plan to legally save on taxes?

Zuckerberg joins California exodus in move to Florida’s ‘billionaire bunker’

Cash Balance Plan Investment Strategies to Legally Reduce Taxes

Importance of Actuaries in a Cash Balance Retirement Plan

Frequently Asked Questions About Cash Balance Retirement Plans

Maximizing Tax Deductions Using a Cash Balance Plan

How a Cash Balance Plan Can Help High-Earning Professionals Legally Reduce Their Federal Income Tax

Cash Balance Plan Fundamentals: How High Net Worth Professionals Legally Reduce Taxes

QDROs: Frequently Asked Questions and Common Misconceptions

Top Qualified Domestic Relations Order (QDRO) Mistakes and How to Avoid Them

Protecting Survivor Benefits in a Qualified Domestic Relations Order (QDRO)

Entrepreneur Hari Raghavan received a letter from California looking for taxes FOUR YEARS LATER!

Washington State's New Wealth Tax: How Small Business Owners are Redomesticating to Florida & Texas

California's Business Exodus: How Small Businesses Are Fleeing the Golden State

Even Small Businesses are Fleeing California: California's New "Business Death" Tax

California's New Tax: Small Businesses are Fleeing to Florida and Texas

California's Billionaires Tax: How Businesses Are Leaving California

Federal Employee Retirement System Qualified Domestic Relations Orders (QDROs): How Do They Differ?

What is a QDRO? Do I need an attorney?

Moving Your Existing LLC or Corporation to a New State: Step-by-Step Guide

How to Complete a Qualified Domestic Relations Order (QDRO): Step-by-Step in Under 5 Minutes

Move your LLC or Corporation to Florida: Step-by-Step

How to Move Your LLC or Corporation to Texas: Step-by-Step

Six Crucial Insights into Business Redomestication: Essential Warnings for Entrepreneurs

Top 3 mistakes business owners make in redomiciling out of New York

Top 5 Things to Know About Moving a Corporation or LLC Out of California

Top 10 Catastrophic Mistakes in DIY Redomestication

Why You Should Never Gamble with Your Legal Future: The Hidden Dangers of Online Legal Forms and the Lifelong Value of Hiring a Real Attorney

Why Filing Anything with a Secretary of State Without Attorney Review Is Usually a Fatal Mistake

New York’s Retroactive Exit Tax: Why Companies Can Never Really Leave... or Can They?

Welcome To Hotel California: Democrats Push Retroactive Billionaire Tax

Strategies for Using a Qualified Personal Residence Trust (QPRT)

Understanding Tax Implications of Real Estate Flipping

Coinbase Flees Delaware for Texas: The Corporate Exodus Is Just Beginning

Post-Mamdani Whiplash: Companies Moving Out of NYC and Virginia

How to Legally Protect Personal Assets From Business Liabilities

The Double-LLC Method: How to Legally Create an Anonymous, Private Business Structure

How to Navigate the Sale of Securities Under Regulation D

Legal Requirements for Foreign-Owned U.S. Businesses

Understanding Tax Deductions for Entrepreneurs

The Role of Trusts in Estate Planning

Legal Considerations for Synthetic Equity Agreements (Phantom Units, SARs)

Understanding the “Short Year” Rules for Corporate Tax Returns

Understanding Multi-State Taxation for Small and Medium Sized Businesses

Legal Requirements for Purchasing Assets Out of Bankruptcy

Recourse vs. Nonrecourse Liabilities in Partnerships and LLCs

Can Texans Get Paid for Spam Texts? Yes! Top Misconceptions Surrounding Texas Senate Bill 140

Moving an S corporation to a new state while keeping the same FEIN: common (and expensive!) mistakes

How to Move Your Company and Keep the EIN (and What Happens If You Lose It!)

Cash Balance Plans for Physicians (How Doctors Can Legally Pay Less Taxes)

Top Six Mistakes Business Owners Make When Moving Their Existing Company to a New State

Merger vs. Redomestication: What's the Better Choice for Moving to a New State?

Moving Your Company to a New State: Why Redomestication is Superior to Foreign Entity Registration or Qualification

Key Differences Between Pension and 401(k) QDROs (It's More Complicated Than You Think!)

How to Move Your Business to a New State: Don't Dissolve! (You're Making an Expensive Mistake.)

Understanding Pass-Through Taxation for Business Owners

IRS Issues Final Regulations for Retirement Plan Catch Up Provisions

Texas SB140 Revisited: Getting Compensated for Spam Texts

What Divorcing Spouses Need to Know About QDROs

Understanding the Need for a Blue Sky Memorandum in Private Placements

Tax Consequences of a “Check-the-Box” Election for a Single-Member LLC

Tax Implications of “Adjusting Journal Entries” in Partnership Agreements

Costs and Timing of a Qualified Domestic Relations Order (QDRO)

Legal Pitfalls of Inadequate Partnership Agreements in Real Estate Deals

Legal Strategies for Mitigating Successor Liability in Asset Transactions

Filing a QDRO: Top Delays, Time Wasters, and Mistakes

Understanding Executive Cash Balance Plans: A Legal Way to Reduce Taxes for Highly-Compensated Execs

Texas SB140 Anti-Spam Checklist for Small Business (Hint: It's not just text messages!)

Getting Paid for Spam Texts in Texas: Dissecting SB 140 and the Amended TDTPA Effective Sep. 1, 2025

The Importance of Operating Agreements in Multi-Owner Businesses

How to Structure a Business Acquisition for Legal Protection

Navigating the New Texas Texting and Telephone Solicitation Law: Do’s and Don’ts for Small Business Owners

How to Legally Write Off Travel Expenses

Top Concerns When Drafting Qualified Domestic Relations Orders (QDROs)

Understanding the Step Transaction Doctrine in Tax Law

How to Implement a “Zero Tax” Strategy With Puerto Rico Incentives (Acts 20/22/60)

The Risks of Using a Partnership Business Structure

Legal Documents Every Startup Needs

What are the pros and cons of using an S corporation for a start-up?

Understanding Complete Liquidation of an S Corporation

Tax Ramifications of Converting 1099 Contractors to W-2 Employees Mid-Year

Tax Considerations for Cooperative Business Structures

Legal Requirements for Purchasing Assets Out of Bankruptcy

Tax Tips and Tricks for House Hacking

How to Legally Defer Business Income for Tax Savings

Tax Implications of Discharging Business Debt

Understanding the Interaction of Estate and Gift Tax Exemptions

Post-Nuptial Agreements in a Family-Owned Business: What They Are and How They Work

How to Legally Reduce Federal Estate Taxes: Strategies and Tactics

What is a Holding Company? How to Form a Holding Company Step-by-Step

How to Transfer a Corporation or LLC to a New State and Keep Employer Identification Number (EIN)

How to Transfer or Move a Business to Florida & Keep Federal Employer Identification Number (FEIN)

How to Transfer or Move a Business to Texas & Keep Federal Employer Identification Number (FEIN)