International Mail Forwarding with US Global Mail
Private Messages Friends Invite My Jobs My Properties My Profile My Tips

Italy Expat Forum

Good financial advisor before moving to Italy

Post New Topic
traceyspada
3/1/2017 13:37 EST

Can anyone recommend a good financial advisor here in the USA before we make our move to Italy? Someone who understands USA tax implications as well as Italian.
Thanks!

Post a Reply

00abuse

lifelover
3/1/2017 15:26 EST

We are using Withers .

Post a Reply

00abuse

expat health insurance from CIGNA

Choosing an expat health insurance provider is an important decision. Get a quote from our trusted expat health insurance partner, CIGNA. With Cigna Global Health Options, you can create an international health insurance plan that's perfectly tailored for the needs of you and your family.

Learn More Get a Quote

TheresaIT
3/1/2017 15:30 EST

I spoke with Pat Smith at American Tax help, but don't think she knows the Italian side. A little pricey, but knowledgable. Does a free phone consult. Might be worth a chat.

Post a Reply

10abuse

LisaC1
3/1/2017 15:31 EST

Lifelover,

Are they CPA's? Could you post their contact information? Thanks so much!

Post a Reply

00abuse

lifelover
3/1/2017 21:03 EST

Withersworldwide.com ( Withers Bergman)
Office in NYC 430 park avenue, office in Hartford Ct , plus an office in Milan who have been answering all my questions. They have it all. Not cheap but the best. Just ask the big questions.

I will share what I find out.
Good luck!!

I have been dealing with the italians mostly so far, will get to the American side of things shortly. One shock at a time:)

Post a Reply

10abuse

traceyspada
3/1/2017 21:19 EST

Thanks, we are trying to figure out if just easier selling our two houses in US as it seems the Italian taxes will kill us if we use them as rentals...

Post a Reply

00abuse

CIGNA Expat Health Insurance

Choosing an expat health insurance provider is an important decision. Get a quote from our trusted expat health insurance partner, CIGNA. With Cigna Global Health Options, you can create an international health insurance plan that's perfectly tailored for the needs of you and your family.

lifelover
3/1/2017 22:40 EST

The lovely wealth tax.... I will look into trusts, but I don't know if that will help with rental income. Worst case scenario I would build that tax into the rent. Don't want to sell my US house.

Post a Reply

00abuse

LisaC1
3/2/2017 13:24 EST

Thanks so much, Lifelover. I would greatly appreciate hearing what you find out.

Post a Reply

00abuse

Expatriate Health Insurance

Get a quote for expat health insurance in Italy.

Mail Forwarding to Italy

Mail Forwarding to Italy.


Expat Tax

Expat Tax Preparation, Expat Tax Professionals


International Moving Companies

Moving to Italy? Find a moving company.

Join Today (free)

Join Expat Exchange to meet expats in your area or get advice before your move. It's FREE and takes 1 minute!

Copyright 1997-2017 Burlingame Interactive, Inc.

Privacy Policy Legal