Poised for Exit
Poised for Exit
Julie Keyes
Moving to a Lower-Tax State: Strategies and Requirements for Business Owners
28 minutes Posted Jan 21, 2026 at 7:00 pm.
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Show notes
In this episode of Poised for Exit, we’re joined by Mark Kravietz, Managing Partner and Founder of Aline Wealth, for a practical discussion on what business owners need to understand before relocating to a lower-tax state. Mark explains why changing residency for tax purposes is far more involved than many owners expect and why simply spending “six months and a day” in a new state is rarely sufficient. He walks through the core factors states examine when determining residency, including home...