Are you an American living in Rome feeling apprehensive about the upcoming US tax season or unsure about how to plan for your financial future?

It's a common stress point for many expats, particularly if you’ve just moved or been living abroad for some time. But, you don't have to navigate these waters alone! 

Register now for a complimentary 30-minute conversation to get your questions about US taxes and financial planning answered at the Aleph Rome Hotel on Monday, January 27, 2025. 

For this event, we are partnering with US expat tax expert, Nicolas Castillo, CPA, who specializes in serving the US expat community and tax planning for US businesses. If you are a US business owner currently living in Rome or planning to move to Rome, Nicolas can discuss the optimal way for you to do so from a US tax vantage.

All Americans in Rome or those wishing to travel to the city for the event are welcome to come and ask any questions related to US tax filing and financial planning as Americans living in Italy. 

Alex Ingrim, Chartered MCSI, and Nicolas Castillo, CPA, the meeting facilitators, are expats themselves, enabling them to provide even more nuanced professional insight.

Can’t make it in person? Visit Liberty Atlantic Advisors to register for our newsletter and be the first to know about future in-person events. Additionally, virtual consultations are always possible – please email info@libertyatlantic.com to request one. 

Who should register for an in-person consultation?

Whether you're dealing with: 

• individual taxes, 
• starting or managing a US business abroad, or 
• navigating retirement, estate planning, and wealth management strategies

Alex and Nicolas can provide tailored, US-compliant advice to meet your needs.

Understanding US tax obligations

Taxation without representation might be a thing of the past, but taxation without comprehension is a challenge expats face today (thanks a lot, US citizenship-based taxation regime!). 

Nicolas Castillo, CPA specializes in US expat taxes. He can clarify your tax responsibilities and outline concrete next steps for each circumstance. For over seven years he has provided global tax services to ensure his clients’ filings are compliant with the IRS and optimized for cross-border situations. 

As a fellow American who has navigated the complexities of living overseas, Nicolas offers technical guidance complemented by genuine understanding and compassion.

Start a conversation about long-term planning with Alex Ingrim

Developing a comprehensive cross-border financial plan is more than just talking numbers and asset allocation—it's building a relationship based on trust and mutual respect. 

Alex Ingrim believes that the initial consultation is akin to a first handshake, acknowledging the importance of each individual's unique situation without imposing any expectations on the meeting. 

Having lived abroad for over a decade, moved internationally over half a dozen times, and worked as a senior investment analyst for major companies, Alex understands the nuances of expat life and brings an unmatched commitment to supporting fellow Americans in making informed decisions that secure his their and their family’s financial futures.

Secure your spot today

Registrations for consultations are now open! All conversations are confidential, ensuring a private and respectful environment to discuss your financial concerns, priorities, and aspirations.