Services · U.S.–Italy Cross-Border Advisory

Six disciplines. One connected mandate.

Q: Can I engage ITA only for tax-return preparation?

Engagements are assessed individually. Routine standalone preparation may not fit the firm’s cross-border scope.

Strategic assessment and coordinated implementation for private clients, founders, families and businesses navigating connected tax and ownership decisions between Italy and the United States.

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Practice architecture

Personal and business decisions are reviewed together when the facts require it.

A relocation may change company residence. A property purchase may affect succession. A family transfer may create reporting. ITA defines the relevant disciplines, sequence and professional authority before implementation begins.

Private client & wealth

Residence, reporting, investments, property, estate, succession and family continuity across the U.S.–Italy corridor.

Founder & business

Market entry, company residence, ownership, permanent establishment, compensation, restructuring and ongoing coordination.

Practice areas

Enter through the issue. Coordinate the whole position.

Corporate & Business Cross-Border

Market entry, entity selection, company residence, permanent establishment, ownership and restructuring.

Explore the practice → 02

Personal Tax Relocation

Pre-move analysis, residence, treaty position, assets, reporting and post-arrival coordination.

Explore the practice → 03

U.S.–Italy Tax Compliance

Dual filing, foreign accounts and assets, entity reporting, PFIC, CFC, treaty and foreign tax credits.

Explore the practice → 04

Estate & Wealth Planning

Succession, lifetime gifts, trusts, family business continuity, transfer taxes and reporting.

Explore the practice → 05

Tax Controversy Assessment

Notice triage, evidence, exposure, remediation, dispute coordination and treaty/MAP assessment.

Explore the practice → 06

Real Estate Tax Advisory

Acquisition, ownership, rental income, residence, FIRPTA, disposition, succession and reporting.

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Who we advise

Four connected cross-border pathways.

Private clients

Individuals with residence, investments, property, reporting or succession connections across both countries.

International families

Spouses, dependants, beneficiaries, homes, trusts and long-term family continuity.

Founders & owners

Personal residence coordinated with company residence, ownership, compensation and liquidity events.

Businesses & groups

Market entry, operating presence, structure, governance, reporting and cross-border implementation.

The Private Office

For private wealth and business matters that cannot be managed in isolation.

A selective coordination desk for HNW and UHNW families, family offices and founders following a liquidity event. Access begins with a matter review and an expressly defined scope.

Submit a private matter

ProfileHNW / UHNW & family offices

AccessSelective matter review

EngagementStrategic & ongoing

Engagement sequence

Scope before implementation.

Matter Review

Facts, jurisdictions, timing, fit and immediate risk are screened.

Strategic Assessment

The connected issues, options and professional workstreams are mapped.

Implementation

Approved work is assigned and sequenced according to jurisdiction and authority.

Ongoing Coordination

Material changes and recurring obligations are reviewed when separately engaged.

Professional framework

One strategy. Defined responsibility.

Assessment

Issues, assumptions, jurisdictions and exclusions are defined before implementation.

Authority

Legal, tax-return, accounting, investment and other regulated work remains with the appropriately qualified professional.

Evidence

Material conclusions require current authority, substantiated facts and transparent assumptions.

Frequently asked questions

Choosing the correct entry point.

Which practice should I contact first?

Choose the issue that triggered the need. ITA will determine during the matter review whether additional personal, business, estate, property, reporting or controversy workstreams must be connected.

Does ITA provide both strategy and implementation?

ITA provides strategic assessment and coordinates approved implementation. Jurisdiction-specific regulated work is performed by the appropriately qualified professional engaged for that scope.

Are services limited to the United States and Italy?

The core corridor is the United States and Italy. Selected additional jurisdictions may be coordinated only where the facts, professional network, authority and accepted scope support the mandate.

Can I engage ITA only for tax-return preparation?

Engagements are assessed individually. The practice is structured around connected cross-border matters; routine standalone preparation may not fit the firm’s scope.

Does submitting a matter create an engagement?

No. An engagement begins only after conflict and fit review, written scope, professional allocation and acceptance of the applicable engagement terms.

Fit & Scope

Begin with the preliminary intake and Fit Call.

Submit the preliminary intake for an initial fit and scope review. Suitable matters may then proceed to a complimentary 15-minute Fit Call. Substantive professional analysis is provided through a paid Strategic Assessment.

Request a Complimentary Fit Call