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The Great Italian Financial Pivot: From Macro to Personal
Dreaming of Italy is easy — the food, the history, the slower pace of life. The harder part is making your finances work once you get there. As a US expat, you’ll face overlapping tax systems, unexpected residency rules, and even your own money biases. This guide shows you how to prepare, avoid costly mistakes, and make the financial pivot that turns your Italian dream into reality.
Giuseppe Calisi
Sep 254 min read


Buying Your Dream Home in Italy: From "Maybe" to "Mine!"
Buying a home in Italy is a dream for many Americans — but the process comes with its own rules, costs, and cultural surprises. From getting your Codice Fiscale to signing the rogito, understanding how Italy’s property system works will help you avoid costly mistakes. With the right legal guidance and a clear picture of taxes and fees, you can turn your Italian dream home from “maybe” into “mine.”
Giuseppe Calisi
Sep 253 min read


5 Modifications to Make to Your Finances After Buying A Home
Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done....

Joshua Madden
Jan 2, 20243 min read


Tax Simplification for Americans Abroad
While limited in its scope, it makes important changes that simplify tax return filing requirements...

Brian Dunhill
Sep 17, 20233 min read


Financial Planning Considerations for US Expats with a Foreign Spouse
“You call it madness, but I call it love.” – Don Byas, Jazz Saxophonist Love is among the top reasons that Americans move abroad, so it’s...

Brian Dunhill
Aug 14, 20235 min read


US Taxes for Expats When Running an Overseas Business
"We have what it takes to take what you have." - Suggested IRS Motto Countless Americans living abroad own and run their own business....

Brian Dunhill
Jul 10, 20235 min read


The Streamlined Procedure and Other IRS Amnesty Programs for US Expats
“You don’t pay taxes - they take taxes.” - Chris Rock As an American expat, it’s important to file your federal return every year to...

Brian Dunhill
Jun 12, 20236 min read


Foreign Trust And Gift Reporting for Americans Living Abroad
A person doesn't know how much he has to be thankful for until he has to pay taxes on it.” - Ann Landers Americans with foreign trusts...

Brian Dunhill
May 23, 20235 min read


FBAR and FATCA - Foreign Account and Asset Reporting for US Expats
“A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.” - Anonymous Americans living abroad have...

Brian Dunhill
May 15, 20236 min read


How are US Expats' Foreign Savings and Retirement Accounts Taxed?
“Our tax code is so long it makes War and Peace seem breezy.” - Steven LaTourette One of the most common financial questions expats ask...

Brian Dunhill
May 8, 20235 min read


When Should Expats Invest Through a Trust or LLC?
“Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you...

Brian Dunhill
May 1, 20234 min read


Can International Tax Treaties Help US Expats Reduce Their Tax Bill?
“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.” - Alfred E. Neuman ...

Brian Dunhill
Apr 24, 20235 min read


US Tax Reporting for Americans Residing Overseas - An Overview
"Taxation with representation ain't so hot either." - Gerald Barzan Amidst all the challenges and excitement of moving abroad, taxes are...

Brian Dunhill
Apr 17, 20236 min read


Owning Foreign Real Estate and Taxes for US Expats
“The best things in life are free, but sooner or later the government will find a way to tax them.” - Anonymous Unless you’re living...

Brian Dunhill
Apr 13, 20236 min read


Can DTAs (Double Tax Agreements) Help US Expats Reduce Their Tax Bill?
“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.” - Alfred E. Neuman Double Tax...

Brian Dunhill
Apr 3, 20235 min read


Moving Back to the USA - A Guide for Expats
If you decide to move back to the US after living abroad, you may have bank accounts, investments, and pensions registered abroad as well...

Brian Dunhill
Mar 20, 20235 min read


New Changes to UK Pension Rules
The UK Spring Budget on Wednesday March 15th 2023 saw Chancellor Jeremy Hunt making large scale reforms to the UK pension regime. During...

Joshua Madden
Mar 16, 20232 min read


US State Tax Filing from Abroad for Expats
"A fine is a tax for doing something wrong. A tax is a fine for doing something right." - Anonymous Expats have to file US federal taxes...

Brian Dunhill
Mar 13, 20235 min read


American vs Foreign Tax Systems - an Overview
"A person doesn't know how much he has to be thankful for until he has to pay taxes on it." - Anonymous The US tax system is different...

Brian Dunhill
Feb 27, 20236 min read


Reducing Your US Tax Bill with the Foreign Tax Credit as a US Expat in 2023
By claiming the Foreign Tax Credit, many expats won’t owe any US taxes. Whether this is true for you depends on several factors, notably...

Brian Dunhill
Feb 6, 20237 min read
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