Monday, October 12
(virtual)
Webinar: Investing while living in Italy
Special Guest Speakers: Robert Levitt and Christian Gulizzi
Investing while living in Italy can be surprisingly complicated for Americans and dual U.S.-Italian citizens. U.S. tax rules, Italian taxation and European investment regulations can overlap in ways that restrict access to investment products on both sides of the Atlantic. It can sometimes feel as though Americans in Italy are caught between two financial systems, with surprisingly few straightforward answers about how to invest, save and plan for retirement.
Join Democrats Abroad Italy for a practical conversation with Robert Levitt, CFA, Founder and Chief Investment Officer of Levitt Capital Management, and Christian Gulizzi , International accounting and tax advisor. Both specialize in working with U.S. citizens who are fiscal residents in Europe.
Robert will address some of the most common questions and challenges facing Americans investing from Italy including:
- What you can and cannot do with investments while living in Italy
- Which U.S. brokerage and investment accounts can be maintained while resident in Italy and how to open an account as a U.S. person with a Italian address
- Whether you need to maintain a U.S. address or U.S. phone number
- The differences between using a U.S. brokerage firm and an Italian or European financial institution
- Why certain Italian and European investments can create U.S. tax complications, including PFICs
- Why Americans living in Europe may have difficulty purchasing U.S. ETFs and mutual funds under European MiFID II rules
- How 401(k)s, Traditional IRAs and Roth IRAs are treated in Italy
- How the Italy-U.S. tax treaty can affect investment and retirement planning
- Key considerations when building a portfolio when your financial life spans both Italy and the United States
Who is this webinar for?
Whether you've recently moved to Italy, have lived here for years, are approaching retirement or are already retired, this webinar is for Americans looking for clearer answers about investing while navigating both the Italian and U.S. systems.
It is equally relevant if you're just beginning to invest or already have significant investments in the United States or Italy but want to better understand the rules, restrictions and potential pitfalls.
About Robert Levitt
Robert Levitt, CFA is Founder and Chief Investment Officer of Levitt Capital Management, a European-licensed investment and wealth manager focused on U.S. citizens who are fiscal residents in Europe. Headquartered in Nice, France, the firm has clients in 14 European countries.
Robert holds an undergraduate degree in International Management from the University of New Mexico and an MBA from American University in Washington, D.C. He also holds degrees from the Université de Nice/Sophia Antipolis and Université Lyon II and is completing a doctorate in Medieval History at the Université de Perpignan.
Robert is also Deputy Chair of the Democrats Abroad Taxation Task Force and a voting member of the French delegation to the DPCA.
About Christian Gulizzi
International accounting and tax advisor, licensed in Germany, Italy, and the United States.
https://gulizzi-consulting.com/about/
Live Q&A
The webinar will include a live Q&A with Robert and Christian. Attendees are encouraged to submit questions in advance so we can shape the discussion around the issues of greatest interest to Americans living in Italy Attendees are asked to please click here to pre-submit any questions you have by Saturday, Oct 10th at midnight CET.
Important information
This webinar is intended to provide general educational information and does not constitute individualized investment, financial, legal or tax advice. Democrats Abroad Italy does not provide individual investment or tax advice.
Robert Levitt and Christian Gulizzi are participating in an educational capacity. Questions involving your individual circumstances should be discussed with an appropriately qualified investment, financial or tax professional.
We cannot guarantee that every question submitted before or during the webinar will be answered, but we will address as many as time permits.
Disclaimer: Democrats Abroad Italy cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters. We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers should always beware. Democrats Abroad Italy suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf
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Would you like to receive just the recording? Click here to purchase the ticket to receive the official recording. |
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If you wish to attend the live event AND receive the recording, please scroll down to the bottom of this page. |
All proceeds from this event will be used in DA Italy’s Get Out The Vote efforts in the critical 2026 elections, mobilizing our voters and maximizing our turnout from Italy
WHEN
Monday, October 12, 2026 at 07:00 PM Rome Time
WHERE
This is a virtual event. See the event description above or RSVP for virtual participation options.
CONTACT
Nancy Fina
[email protected]