Tag: estate tax planning
Moving to Florida? What High-Net-Worth Families Need to Know About Residency and Domicile (Ep. 19)

Moving to Florida? What High-Net-Worth Families Need to Know About Residency and Domicile (Ep. 19)

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Thinking about moving to Florida to reduce state income taxes or enjoy retirement in a warmer climate? Becoming a Florida resident involves much more than changing your address. The planning decisions you make before your move could have a lasting impact on your taxes, estate plan, and long-term financial strategy.

In this episode, Samuel Diarbakerly speaks with Juan Bendeck, Partner at FBT Gibbons, about what high-net-worth families, retirees, snowbirds, and business owners should know before establishing Florida residency and changing their legal domicile. Juan explains the difference between residence and domicile, why the commonly misunderstood 183-day rule is only one piece of the picture, and what states may review during a Florida residency audit. They also discuss Florida’s tax advantages, estate-planning considerations, homestead benefits, and why coordinating with your wealth advisor, CPA, and estate-planning attorney before a major move or liquidity event can help you avoid costly mistakes.

What to expect:

  • The difference between Florida residency and Florida domicile, and why it matters for tax planning
  • Why the 183-day rule alone may not establish Florida domicile
  • What states may review during a Florida residency audit, including homes, advisors, travel, financial records, and family connections
  • Why business owners should plan before selling a company or concentrated stock after moving to Florida
  • And more!

Connect with Sam Diarbakerly: 

Connect with Juan Bendeck:

About our Guest:

Juan Bendeck is a Partner at FBT Gibbons who focuses on trusts and estates, fiduciary matters, probate, tax planning, estate planning, and family office legal services for high-net-worth individuals and families. In this conversation, he shares practical guidance on establishing Florida domicile, understanding Florida residency requirements, preparing for potential state residency audits, and coordinating legal and tax planning before relocating or completing a major financial transaction.

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What Business Owners Should Think About Long Before a Sale with Kurt Steinkrauss (Ep. 11)

What Business Owners Should Think About Long Before a Sale with Kurt Steinkrauss (Ep. 11)

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Most business owners spend years building the company, then treat the sale like it will “just work out.”

In this episode, Sam Diarbakerly sits down with Kurt Steinkrauss, Partner at Mintz-Levin, to talk about what actually protects your outcome, before you ever go to market. Kurt breaks down what makes deals go smoothly and what quietly breaks them. Together, they unpack why “time is the enemy” once a sale process starts, why running your business like it’s for sale can change everything, and why the right advisory team matters more than most founders realize. The conversation also covers real tax and deal-structure landmines and how planning early can create options that simply disappear later.

What to expect:

  • How to get “sale-ready” before an investment banker runs a process
  • Why entity structure (S corp vs C corp) can change your tax outcome
  • What reps and warranties insurance is, and why sellers care
  • The hidden leverage of early gifting and valuation discounts
  • Why your CPA, attorney, and advisor need to work as one team
  • And more!

Resources:

Connect with Sam Diarbakerly: 

Connect with Kurt Steinkrauss:

About our Guest:

Kurt Steinkrauss is a partner at Mintz, chair of the closely held business practice, and co-chair of the private equity practice. He advises entrepreneurs and executives through business sales, succession planning, and complex tax and estate planning, with a focus on protecting value on the front end and reducing risk on the back end.

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