PALM BEACH, Fla. — High-income buyers leaving New York are no longer treating the house and the tax residency change as two unrelated tasks. Mary Bell and Julio Gonzalez are making that coordination the point.
Bell, a luxury agent with The Agency Palm Beach and leader of Sold by the Bell, handles the property side across Palm Beach, Palm Beach Gardens, Jupiter, Wellington, and West Palm Beach. Gonzalez, Founder and CEO of Engineered Tax Services, handles the tax structure of the move. Together they are giving clients one conversation that covers both the home they will buy and the residency facts that will determine what they owe after they buy it.
One Decision, Two Disciplines
A New York-to-Florida relocation is a lifestyle choice and a tax event at the same time. The house, the closing date, the days spent in each state, and any sale or liquidity event that accompanies the purchase all affect the outcome. Bell and Gonzalez are aligning so those factors are reviewed together rather than in sequence.
Bell brings more than 500 closings and a practice that spans luxury single-family homes, waterfront properties, golf communities, and new construction. She has relocated her own family across markets and market cycles and advises clients the way she invests — with direct counsel on pricing, timing, and risk. Gonzalez brings 25 years of specialized tax strategy and a firm that has produced more than $2 billion in documented client tax savings. For relocation clients, his work covers domicile versus statutory residency under New York rules, the timing of the move, and the structure of any significant asset event that travels with the purchase.
Florida has no personal income tax. New York does, and New York City residents face an additional city tax. Establishing Florida domicile can eliminate both, provided the facts support it. New York continues to tax New York-source income for nonresidents, and a permanent place of abode combined with sufficient days in the state can still trigger statutory residency. The coordination is designed so those rules are examined before the property is purchased, not after.
What Clients Actually Receive
The pairing does not promise a specific tax result. It delivers a coordinated review:
- Property selection and market counsel from an agent who works Palm Beach County daily
- Residency and domicile analysis placed next to the client’s existing CPA
- Timing of the move and part-year reporting considerations
- Structure of any home sale or liquidity event that accompanies the Florida purchase
Bell has said, “Buy where your Tuesday lives, and the Saturdays will take care of themselves.” Gonzalez has spent a quarter century arguing that sophisticated tax tools should not remain inside Fortune 500 planning rooms. Applied to one of the most active high-income relocation corridors in the country, the two standards produce a single practical path: the house and the tax residency change reviewed as one decision.
About Mary Bell
Mary Bell is a luxury real estate agent with The Agency Palm Beach and the leader of Sold by the Bell. She serves Palm Beach County with a focus on luxury homes, waterfront properties, new construction, and relocation, and has more than 500 closings.
About Julio Gonzalez
Julio Gonzalez is Founder, CEO, and Chairman of Engineered Tax Services, a national specialty tax firm headquartered in West Palm Beach, Florida. He advises on tax strategy for individuals and businesses establishing Florida residency.
Issued by The KR Media Group
Media Contact
Engineered Tax Services
www.engineeredtaxservices.com
juliogonzalez.com
Mary Bell
The Agency Palm Beach / Sold by the Bell
www.soldbythebell.com
