Multi State Real Estate Tax Planning
Expert tax planning and advisory services from AE Tax Advisors.
AE Tax Advisors provides comprehensive multi state real estate tax planning services for high-income professionals and business owners. Our approach combines deep technical knowledge of the Internal Revenue Code with practical, real-world application.
How We Help
Every engagement begins with a thorough analysis of your current situation. We identify opportunities, design strategies, and work with you year-round to implement and monitor your plan.
Who This Is For
This service is designed for individuals and businesses earning $500,000 or more annually who want to take a proactive approach to tax planning.
Frequently Asked Questions
How do I change my state of residency for tax purposes?
By changing domicile in substance, not merely in form. States examine days present, location of the permanent home, family and business ties, licenses and registrations, and where the taxpayer's center of life sits. High-tax states audit departures aggressively.
When does my business create nexus in another state?
Physical presence such as employees, inventory, or property generally creates nexus, and most states also apply economic nexus thresholds based on sales or transaction counts. Remote employees are one of the most common and least noticed triggers.
How is income apportioned among states?
Most states now use a single sales factor, apportioning income based on the share of sales sourced to the state. Sourcing rules differ, particularly for services and intangibles, where states split between market-based sourcing and cost of performance.
What is the pass-through entity tax workaround?
A majority of states with an income tax permit a pass-through entity to elect to pay state tax at the entity level. The entity-level tax is deductible federally and avoids the individual state and local tax cap, restoring a federal deduction for the owners.