Financial & Tax Readiness
A move to Italy or a longer stay can have tax and financial consequences in both countries. Viaita brings in the right professionals from the start.
Why Start Financial Preparation Early
A move to Italy, or even a longer stay, can affect tax residency, reporting obligations, income, investments, banking, and other financial matters in the U.S. and Italy.
Some of these issues are worth understanding before you choose a visa, change how or where you work, buy property, move assets, or make other financial commitments. Viaita helps identify which questions should be addressed early and brings in qualified professionals in the U.S. and Italy when specialized advice is needed.
Viaita does not provide tax or financial advice. Tax and financial advice is provided directly by qualified professionals when engaged.
CHIAREZZA — BEFORE IMPORTANT DECISIONS
How It Works
Here’s what you can expect when you work with Viaita on financial and tax preparation for Italy.
STEP 1:
Your Situation
We talk through your plans for Italy, your timing, and the financial or tax questions you already have, while also raising issues you may not yet have considered.
STEP 2:
Getting Prepared
With your approval, we create a concise client profile and outline key questions so your advisor has clear, relevant context from the start.
STEP 3:
Speaking With Advisors
We make the appropriate introductions and stay involved in the work we’ve agreed to handle while your tax and financial professionals provide qualified advice.
What to Address Early
A move to Italy or a longer stay can bring U.S. and Italian tax and financial rules into the same conversation. Before important decisions are made, there are questions worth putting in front of qualified professionals
Depending on your situation, these may include:
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When Italian tax residency could apply
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How income earned in the U.S., Italy, or elsewhere may be treated
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Tax and financial considerations connected to your visa or residency plans
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Remote work, employment, or self-employment while living in Italy
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Global income and reporting obligations
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Banking, investments, or financial accounts in either country
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Decisions about property, assets, or other financial commitments before or after a move
These are the kinds of questions Viaita helps bring into the conversation before major decisions are made.
What Viaita Handles Along the Way
01
PREPARING YOUR ADVISOR
With your permission, we prepare a concise summary of your plans for Italy, timing, residency or visa path, work and income situation, and the questions you need addressed. We share it in advance so the advisor can come to the conversation prepared.
02
BRINGING THE RIGHT PROFESSIONALS TOGETHER
Depending on what your situation requires, Viaita can introduce U.S.-based accountants with cross-border or international tax experience, Italian tax professionals, financial advisors, and other specialists. When expertise is needed in both countries, we can bring those professionals into the same conversation and share relevant information between them, with your permission.
03
LEGAL CONTEXT
When your visa or residency position affects the questions being considered, Viaita’s in-house Italian legal counsel can provide the legal context and participate in conversations with the tax or financial professionals involved.
04
FOLLOW-UP & COMMUNICATION
Viaita helps keep track of outstanding questions, follows up with the professionals involved, and makes sure relevant information gets where it needs to go within the work we have agreed to handle.
Viaita does not provide tax or financial advice. Tax and financial advice is provided by the qualified professionals engaged by the client.
