What This Pathway Covers
This page is being developed. In the full guide, you will find:
- California residency rules. The factors California uses to determine whether you are still a resident for tax purposes, and how to establish clean break.
- California sourcing of income. When California still taxes income earned by non-residents, and what types of compensation are affected.
- Equity compensation. How stock options, RSUs, and ISO/NSO grants are taxed across state lines. The importance of grant date, vesting date, and exercise location.
- Employer conversations. What to discuss with your employer: workday tracking, payroll tax withholding, state registration, and compensation adjustments.
Professionals to consult: A CPA or tax professional specializing in multi-state taxation (this is the most important consult for remote workers), your employer's HR or payroll department, an equity compensation specialist.