- Professional Consultancy Premium
Cross Border / US focused &
High Complexity Consultation
1 hour Cross Border (US focused) & High Complexity Consultation
What it is
A premium 1‑hour consultation designed for US citizens and for cases where the outcome depends on careful expert matching. The goal is to address both compliance and planning in a more “high‑stakes” setting, and to ensure the call is handled by the most suitable expert for the case.
US‑focused expertise (3 quick highlights)
- US‑Italy treaty coordination & double taxation logic (so your Italian plan is consistent with the cross‑border reality).
- Common US work patterns for Americans in Italy (e.g., remote work paid to a US account, and typical W‑2 / 1099 situations).
- Typical US retirement/investment elements that often appear alongside Italian residency planning (e.g., Roth IRA).
What we cover (examples)
- A deeper “obligations + opportunities” review, including whether Italian incentive regimes could apply (e.g., Regime Impatriati, Professors/Researchers, 7% pensioners, flat tax for new residents—where relevant to the profile).
- Cross‑border structuring choices and timing decisions (what to do now vs later)
- A priority‑ordered action plan, focused on reducing risk and avoiding costly missteps
Best for
- US citizens relocating to Italy (first year as Italian tax resident; cross‑border set‑up decisions)
- Cases with multiple moving parts (countries, income streams, assets) where a wrong assumption can be expensive
- “Hard cases” that require the accurate selection of the right expert for the specific profile
What you get
- A call designed for cross‑border and/or high‑complexity decision‑making
- Clear recommendations, risk points, and a priority‑ordered action plan
- A full meeting transcript (if recording is authorized)