Rob Morris Quoted on Tax Planning for Seasonal Residents With Second Homes

Pullman & Comley Tax Attorney D. Robert Morris was featured in the AARP article, “9 Money Tips for First-Time Snowbirds,” which outlines key steps individuals should take before committing to a seasonal move to a second home. Drawing from his own experience spending extended time in Florida, Rob highlights the financial, tax, and lifestyle considerations that can arise when maintaining residences in more than one state. The article emphasizes that becoming a snowbird involves more than escaping winter weather and requires careful planning to avoid costly mistakes.

In discussing the tax implications of establishing residency in another state, Rob cautions that many people misunderstand what it takes to benefit from states with no income tax. A common misconception is that simply living in a state for part of the year is enough to qualify for its tax benefits. He explains that residents must fully relocate their life, or they may still owe taxes in their longtime home state. He also notes that stopping tax payments in a longtime home state can prompt scrutiny, explaining that “you could receive a letter from that state requesting proof that your snowbird abode is now your primary residence.”

To read the full article, please visit the AARP website.