Abandoned Property (Part 1): Unclaimed Funds 101

Abandoned Property (Part 1): Unclaimed Funds 101

Joe is joined by Joe Endres to discuss the ins and outs of New York’s rules for Abandoned Property audits. In this episode, the two Joes discuss the definition of Abandoned Property and New York’s rules for reporting and remitting unclaimed funds to the state.

Tax Considerations When Selling Your Business (Part 3): Cross-Border Issues & Final Thoughts

Joe, Chris Doyle, Dan Kelly, and Bill Turkovich continue their discussion of tax considerations related to the sale of a business. In the final part of this series, the panel discusses some common issues related to cross-border nexus and tax issues that can arise in cross-border deal work. The panel concludes the conversation by highlighting the issues sellers should consider prior to a transaction.

Sales Tax Rules for Contractors (Part 3)

Joe, Joseph, and Josh close out their discussion on common sales tax issues faced by Contractors & Construction companies.

New York City Residency – Upcoming Taxpayer Exodus?

On the new episode of State Tax Talks with Joe Tantillo, Joe is joined by Drew Wright and Brandon Bourg to discuss why more taxpayers could leave New York City in light of Mayor Mamdani’s proposed tax increases. The discussion includes a review of recent taxpayer migration trends in and out of New York, an overview of New York City’s residency rules, what taxpayers thinking about leaving need to know, and common misconceptions regarding the nuts and bolts of a New York City tax residency audit.

Tax Considerations When Selling Your Business (Part 2): Transaction Process & Due Diligence

Joe, Chris Doyle, Dan Kelly, and Bill Turkovich continue their discussion of tax considerations related to the sale of a business. In this episode, the panel discusses the approach to a transaction’s Due Diligence process and the multistate tax issues that can impact a deal. The group talks about how unknown state-tax exposure can complicate a transaction and how to plan ahead.