BarbriSFCourseDetails

Course Details

This webinar will address primary tax and immigration considerations for U.S. taxpayers and UK residents considering relocating to Italy. Our panel of astute global taxation and immigration advisers from the U.S., UK, and Italy will discuss the relative taxes that come into play with such a move, outline the various ways of obtaining immigration status and citizenship in Italy, and offer advice to mitigate and circumvent relative taxes. 

Faculty

Description

U.S. taxpayers and UK residents contemplating a move to Italy should consider the tax and immigration consequences, both in the USA/UK and in Italy.

With the aim of attracting wealthy individuals, foreign pensioners and qualified employees, Italy offers advantageous taxation regimes, including a lump sum tax regime and favourable tax rates.  Italy has also concluded favourable tax treaties with the USA and the UK, which can help mitigating the taxation in the USA and in the UK.

In addition, an individual can obtain the right to reside in Italy through various means, such as citizenship in Italy or another EU member state, investment or as a digital nomad.

Listen as our panel of international tax and immigration attorneys explains tax considerations of U.S. taxpayers and UK residents considering moving to Italy.

Outline

I. U.S. tax basics

II. UK tax basics

III. Italian Immigration and citizenship basics

IV. Italian tax basics

V. Case studies (background, motives, strategies):

A. American taxpayer moving to Italy

B. American taxpayer expatriating and moving to Italy

C. UK resident moving to Italy

Benefits

The panel will cover these and other critical issues:

  • Recent changes to Italian lineage citizenship rules
  • Strategies to mitigate double taxation
  • Paths to obtain citizenship or the right to reside in Italy
  • Case studies including U.S. taxpayers and UK residents moving to Italy


NASBA Details

Learning Objectives

After completing this course, you will be able to:

  • Identify recent changes to Italy's lineage citizenship requirements
  • Determine how U.S. expatriation tax impacts citizens considering relocating to Italy
  • Decide how residency is determined in Italy
  • Ascertain strategies to mitigate taxes when relocating to Italy

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of international taxation including residency determination, foreign entity classifications, application of treaty benefits, as well as GILTI, Subpart F, and the related Section 250 deductions.


Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).