Tax Talk: U.S.-Italy Cross-Border Case Notes
Practical case notes on U.S.-Italy tax.
A professional podcast series by Laura Giacomini, Founder of ITA International Tax & Advisor, focused on cross-border tax, residency, reporting, treaty planning and estate matters involving the United States and Italy.
Professional Case Notes
When two tax systems interact, the risk is rarely isolated.
Tax Talk: U.S.-Italy Cross-Border Case Notes examines anonymized advisory scenarios involving private clients, families, entrepreneurs and internationally mobile individuals with exposure to both the United States and Italy. Each episode explains the issue, the cross-border risk, the advisory approach and the key lesson.
Listen to Tax Talk
Cross-border analysis, now in audio.
Listen to Tax Talk on Spotify or Apple Podcasts. Episodes are provided for general educational purposes and do not replace advice based on a signed professional engagement.
Moving to Italy as a U.S. Person
A practical checklist covering residence timing, investments, PFICs, retirement assets, reporting and foreign property before Italian tax residence begins.
Read case note →A U.S. Couple Retiring to Italy
A fictional couple works through ten cross-border questions involving residency, investments, retirement income, reporting and U.S. rental property.
Read case note →Advisory Framework
A consistent structure for complex cross-border cases.
Each case note follows the same professional framework so that clients can understand the structure of the issue without confusing educational content with individualized advice.
The client profile
The client facts are anonymized and framed only as a general educational scenario.
The issue
The episode identifies the tax, residency, reporting, treaty or succession problem at the center of the case.
The cross-border risk
The analysis explains why the issue becomes more complex when U.S. and Italian rules interact.
The advisory approach
The case note outlines the professional review process, without disclosing confidential client information.
The outcome
The result is described as a planning direction, reporting roadmap or clarified decision framework.
The key lesson
Each episode closes with the practical takeaway for similarly situated cross-border clients.
Core Topics
The recurring issues behind U.S.-Italy exposure.
The series focuses on the matters most often involved in U.S.-Italy private client and internationally mobile family situations.
FBAR, FATCA and Form 8938
Foreign account and asset reporting issues for U.S. persons living in Italy or holding non-U.S. financial assets.
Italian Tax Residency
How residency, days of presence, center of life and relocation decisions can affect cross-border tax exposure.
U.S.-Italy Tax Treaty
Treaty concepts, double taxation concerns, foreign tax credits and cross-border income characterization.
Series Lens
The series, in focus.
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Featured Case Notes
6
Core Advisory Topics
2
Tax Systems
Consultation Options
Discuss a U.S.-Italy cross-border matter confidentially.
Select an introductory call to assess fit and scope, or reserve a strategic consultation for a preliminary professional review of your cross-border matter.
Complimentary Discovery Call
A brief introduction to understand your situation, determine whether ITA International Tax & Advisor is the right fit and define the possible scope of a future engagement.
- No technical tax, legal, estate planning, investment or financial advice is provided.
- The pre-call questionnaire must be completed before the appointment is confirmed.
Strategic Tax Consultation
Includes a preliminary review of submitted information, a strategic discussion with Laura Giacomini, identification of key tax, residency, reporting and succession issues, and an initial action plan.
- Payment is required at booking through Stripe.
- The fee is credited toward future professional services if a formal engagement is established.
- The pre-consultation questionnaire must be completed before confirmation.
Rescheduling requests require at least 24 hours’ notice. No-shows or late cancellations for paid consultations may not be refundable.
The content on this page is provided for general informational and educational purposes only. It does not constitute tax, legal, estate planning, investment, or financial advice. Listening to an episode, reading a case note, or submitting an inquiry does not create a professional relationship. Formal advice is provided only through a signed engagement with ITA International Tax & Advisor.