U.S.–Italy pre-move tax planning
The Pre-Move Tax Assessment is a personalized written report that models your U.S. and Italian taxes side by side: what you'd pay with no planning, what you'd pay with the right elections, and the sequence of steps that locks the difference in.
Starting at $499. After you pay, you fill in an online intake. Delivered 5 to 7 business days after you send your intake.
A Pre-Move Tax Assessment matters because Italy prices your assets, your income, and your regime eligibility at the moment you become a tax resident, and several of the decisions that matter most are only available before that moment. The 7% flat tax for pensioners, the impatriati regime, realizing gains at U.S. rates: each is worth thousands of dollars a year, and each has a window that closes when residency begins.
Most people discover this in reverse order: they move, they file, and then they learn what an election made on time would have saved. The assessment exists to run that analysis while every option is still open: your income and accounts mapped into both systems, the treaty articles that decide who taxes what, and the regimes you actually qualify for, checked against your destination comune's own eligibility conditions.
You can order the report online, or start with a free 15-minute call if you'd like to talk first. Either way, we gather your documents, model both tax systems on your real numbers, and deliver a written report that sets out exactly what to do and when.
The deliverable
These are a few pages from a sample assessment: a fictional household, prepared with the same engines, treaty analysis, and format we use for real clients. You can open the full sample below. Yours is built from your income, your accounts, and your destination.
The full assessment runs about a dozen pages, in nine sections.
Starting at $499
Full refund if you change your mind before you send your intake.
Open the full sample report (PDF)
Sample pages show a fictional demonstration household; figures are illustrative planning estimates, not filed returns.
What's included
As a U.S. resident, as an Italian resident with no elections, and with the elections that fit your facts. U.S. federal and state tax, Italian IRPEF and local surcharges, with the foreign tax credit built into every figure.
The 7% regime, impatriati, forfettario, the Art. 24-bis flat tax, Art. 19 government pensions, and the earned income exclusion versus the foreign tax credit, side by side.
Italy taxes what you own, not just what you earn: IVAFE, IVIE, bollo and IMU, plus Quadro RW reporting, with the 7% regime's waiver applied where it fits.
Each action tagged by when it's due, such as realizing gains at U.S. rates before residency begins and meeting each regime's requirements.
Common questions
Several of the moves that matter most are only available before Italian residency begins, and one expires the day it does. Order your report now, or book a free 15-minute call to find out whether the assessment is right for you.