Pre-Expatriation and Immigration Tax Advice
Cross-border moves bring significant tax consequences. Leaving one jurisdiction and establishing residency in another triggers new reporting obligations, different tax treatment of assets and income, and the risk of double taxation if transitions are not carefully planned. We advise individuals on structuring their departure and arrival for tax purposes, helping them minimize exposure and remain compliant with U.S. and Italian rules.
Attorneys
Our attorneys guide individuals and families through the tax implications of relocating between the U.S. and Italy. We address issues such as unrealized gains, stock options, deferred compensation, and pension plans to ensure that assets are treated consistently across jurisdictions. We also advise on exit rules, residency termination, and the acquisition of new residency status to prevent overlapping obligations.
In partnership with Marco Q. Rossi & Associati (Of Counsel) we provide coordinated U.S. and Italian planning that protects wealth, reduces the risk of unfavorable tax treatment, and ensures compliance with evolving reporting regimes.