Before you move
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.
Book a Free Pre-Move Call
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, breaking state domicile, harvesting 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.
It starts with a free 15-minute call. If the assessment is right for you, we gather your documents, model both tax systems on your real numbers, and deliver a written report, then walk you through it, page by page, so you know 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. It's a preview, not the whole report. Yours is built from your income, your accounts, and your destination.
The full assessment runs about a dozen pages. Every section is outlined below.
Sample pages show a fictional demonstration household; figures are illustrative planning estimates, not filed returns. The complete report covers all nine sections below.
Inside the report
Origin, destination, and the facts that determine which regimes your comune opens up.
The headline result in plain English: what you'd pay, what you'd save, and why.
The three-scenario comparison: your U.S. baseline, Italy unplanned, and Italy with the elections applied.
Every income source listed by type and owner, the starting point for both tax systems.
Category by category: how the U.S. and Italy each tax your pension, portfolio, and earnings, before and after the move.
Italy taxes asset values, not just income. Your accounts mapped, with IVAFE, IVIE, and bollo identified.
Every tax type in one view, and how the post-move bill splits between the U.S. and Italy.
How the treaty, the foreign tax credit, and re-sourcing keep the same dollar from being taxed twice.
A sequenced action list: each step tagged to its deadline: before residency, first return, year one.
What's included
Your combined U.S.–Italy liability modeled three ways: staying put, moving with no planning, and moving with the right elections. Computed on your real income and accounts, not a generic bracket table.
The 7% pensioner regime, the impatriati regime, and the Art. 24-bis flat tax each turn on specific facts: your income type, your residency history, and your destination comune. We check every condition and show our work.
Italy levies annual taxes on asset values (IVAFE, IVIE, bollo) and layered reporting: FBAR, Form 8938, Quadro RW. Every account is mapped to its charges and its filings, with the waivers you qualify for applied.
The moves that only work before residency (breaking state domicile, harvesting gains, Roth conversions), ordered by deadline, so nothing time-sensitive is discovered after its window has closed.
How we work
A 15-minute call with Paul to understand your situation, your timeline, and whether the assessment is the right fit.
Recent returns, income sources, account statements, and your intended destination, collected once through a secure portal.
Your numbers run through both tax systems (U.S. federal and state, Italian national and local) with treaty positions and regime eligibility applied.
You receive the written assessment and we walk through it together, page by page, ending with the sequenced action plan.
Common questions
Several of the moves that matter most are only available before Italian residency begins, and one expires the day it does. A free 15-minute call is enough to find out whether the assessment is right for you.
Book a Free Pre-Move Call