Expat Tax Clarity™ Workshop

Because your retirement deserves peace of mind, not panic.

Spots are limited—join the workshop now and get clarity, confidence, and a clear plan for retiring in France or Italy.

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What Every American Needs to Know Before Retiring in France or Italy

Move Abroad Without Tax Panic

You’ve spent decades building your future—investments, savings, and a dream. But if you move to France or Italy without knowing how they’ll tax you, you could lose tens of thousands in retirement income.

Most Americans assume the U.S. will keep taxing them, and Europe will too. That they’ll face double tax, frozen IRAs, or rules they never saw coming.

And the worst part? Everyone’s giving conflicting advice.

Google’s a mess. YouTube’s confusing. Your financial advisor might not even know how European tax treaties work.

This workshop ends the confusion.

You’ll get a clear, side-by-side breakdown of how France and Italy treat your retirement income, investments, and assets—as an American.

So you can stop guessing, start planning, and move abroad without tax panic.

France is Europe’s most diverse, tasty, and exciting country to explore. It’s a cultural bouillabaisse that surprises travelers with its varied, complex flavors.

-Rick Steves

Italy is a place where your soul finds its home in beauty.

-Anonymous

This is a LIVE, Hands-On Workshop

🗓️ DATE: Wednesday, May 21st, 2025

⏰ TIME:

7pm EST (New York)
4pm PST (Los Angeles)

⏳ DURATION: 90 min + Q&A

💰 INVESTMENT: $100

🎥 Can’t make it live? You’ll get full access to the workshop recording within 24 hours.

Secure Your Spot

Here’s What We’ll Cover Inside the Workshop:

France vs. Italy: The Tax Showdown – A side-by-side breakdown of how each country taxes your retirement income, pensions, IRAs, and Social Security.
The Double Tax Myth – When you really owe taxes to both countries (and when you absolutely don’t).
Foreign Friendly or Financial Nightmare? – How each country treats investment accounts, dividends, capital gains, and rental income.
Treaty Secrets – What the U.S. tax treaties with France and Italy really say—and how to use them to your advantage.
Roth, IRA, or 401(k)? – What happens to your retirement accounts under foreign tax law.
Your Exit Strategy – What to do before you leave the U.S. to avoid tax headaches later.
Expat Case Studies - See real scenarios from American expats I've helped (with their names changed of course).

Live Q&A With Me – Bring your personal questions and I’ll help you get clarity based on real scenarios and smart strategies.

You’ll Also Get These Bonuses When You Register:

Bonus #1: France vs. Italy Tax Comparison Cheat Sheet

See a side-by-side comparison of the tax rates on the most common types of retirement incomes for Americans, including Social Security, 401ks, IRAs, and Roths.

Bonus #2: France Inheritance Tax Calculator

After learning about inheritance taxes in France, you'll want to see exactly how much (if anything) you'll owe to France, and how much your heirs will get.

Bonus #3: Italy Retirement Tax Calculator (Includes 7% Flat Tax!)

See an estimate of what your income tax liability will be as a retiree in Italy. And see a comparison of how much you could save in taxes in the 7% Flat Tax Program.

Bonus #4: Private Resource Vault

A curated list of trusted links, treaty documents, planning tools, and official resources to support your next steps with confidence.

Don’t Let Tax Confusion Derail Your Retirement Plans

Spots are limited—join the workshop now and get clarity, confidence, and a clear plan for retiring in France or Italy.

Secure Your Spot