SVG
MILLAN
Technical Mobility: Managing the CA-to-TX Equity Transition
For professionals transitioning from high-tax jurisdictions like California to Starbase or the Austin tech corridor, the primary risk is "California Source Income" trailing your equity vests. We provide the technical oversight to mitigate multi-state tax leakage during these high-value transitions.
- Trailing Nexus Audits: We calculate the specific CA/TX allocation for RSU and ISO vests based on your "workday ratio" to prevent over-withholding.
- ISO "Spread" Defense: We model ISO exercises against 2026 AMT thresholds to maximize share acquisition while you are a resident of a non-income tax state.
- Virtual "Starbase" Support: Secure, partner-led strategic synchronization built for the geographically mobile executive.
