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Published research, policy analysis and practical context for cross-border tax questions.

Search: state tax · Jurisdiction: United States

Page 2 of 11 · 205 published records

• Navigating Automatic Exemption from Penalty (AEP): What U.S. Taxpayers Need to Know — The IRS is transitioning to a new penalty relief system in summer 2026—learn who’s eligible, how it works, and what to watch out for.
• State Income Tax Credit Changes in California: Business Incentives & Conformity Updates — Recent legislative changes in California update tax credits for businesses, adjust conformity with federal law, and overhaul credit limitations starting 2030.
• Automatic Penalty Relief: What IRS’s AEP Program Means for You — If you've consistently filed and paid your taxes on time, the IRS’s new Automatic Exemption from Penalty (AEP) may shield you from certain penalties—no request necessary.
• IRS’s New Automatic Penalty Relief: Goodbye First Time Abate, Hello AEP — The IRS is phasing out First Time Abate and introducing the Automatic Exemption from Penalty (AEP) beginning summer 2026, relieving compliant taxpayers from key penalties without having to request relief.
• International Tax Essentials: Making the Most of the Foreign Earned Income Exclusion in 2026 — Key updates to the Foreign Earned Income Exclusion (FEIE) for 2026 affect digital nomads and U.S. expats—learn income limits, housing caps, and eligibility rules to maximize exclusions.
• What Digital Nomads Should Know About Trump Accounts & U.S. Tax Residency — Trump Accounts are new child-focused IRA-type arrangements, and understanding federal tax residency, FBAR/FEIE, and U.S. investment rules is essential for nomads with kids or dependent children.
• State and Federal Policy Changes – Using Tax Inflation Adjustments & Estate Modifications Strategically — 2026 brings key updates to inflation-indexed ceilings and qualified domestic trust rules, which affect gift, estate planning, and high-income individuals.
• Automatic Penalty Relief & Inflation Adjustments: Simplifying Compliance for 2026 — Recent IRS policies introduce Automatic Exemption from Penalty (AEP) and key inflation-indexed adjustments making compliance less burdensome—especially for late filers and small businesses.
• Automatic Exemption from Penalties: A Big Relief for Compliant Taxpayers — As of summer 2026, IRS has rolled out a new system to automatically waive penalties for certain failures-to-file, pay, or deposit situations for taxpayers who have demonstrated timely compliance in recent years.
• How U.S. Expats Can Leverage the 2026 Foreign Earned Income Exclusion for Maximum Savings — Discover how recent inflation adjustments and IRS updates make the Foreign Earned Income Exclusion a powerful tool for Americans abroad — and how to avoid common pitfalls.
• State Adoption of Federal Code Changes: What That Means for Businesses in Florida & Beyond — Florida and other states are updating their corporate tax laws to synchronize with federal changes from 2026—here’s what entities must know now.
• How the Working Families Tax Cuts Transform The Tax Burden For U.S. Workers — The Working Families Tax Cuts bring sweeping changes for 2025–2028—from “no tax on overtime” to enhanced deductions—and here's what individuals need to know for 2026.
• Tax Planning for U.S. Remote Workers: Maximizing the FEIE & Keeping State Residency Clean — Learn how U.S. remote workers or digital nomads can legally reduce U.S. tax liability using the Foreign Earned Income Exclusion (FEIE) and avoid unexpected state tax surprises
• Maximizing the Foreign Earned Income Exclusion & Housing Exclusion in 2026: Real Tips for Digital Nomads — Inflation adjustments made for tax year 2026 increase FEIE and housing limits—key changes digital nomads should build into their tax planning now.
• Automatic Penalty Relief: IRS’s New AEP Program Simplifies Burden for Compliant Taxpayers — The IRS’s new Automatic Exemption from Penalty (AEP) program replaces First Time Abate, offering penalty relief without taxpayer action for those with strong compliance histories.
• Mastering the Foreign Earned Income Exclusion: What U.S. Expats Need to Know for 2026 — Maximize your tax savings abroad with updated FEIE limits and proven strategies for meeting the bona fide residence or physical presence tests without risking compliance missteps.
• Entity Setup Essentials: Evaluating Trump Accounts and Estate/Gift Safe Harbors in 2026 — New IRS safe harbors for gift taxes under Trump Accounts and important inflation-adjusted thresholds shift estate/gift planning strategies in 2026.
• New IRS Automatic Penalty Relief and Listed CRA Transactions: What Taxpayers Need to Know — Recent IRS rules simplify penalty relief for compliant taxpayers and clarify when certain charitable remainder annuity trust deals are considered abusive, impacting compliance strategy.
• Maximizing the Foreign Earned Income Exclusion and Housing Deduction in 2026 — Discover how changes to inflation-adjusted exclusion limits and housing thresholds can impact U.S. citizens living abroad, with key strategies to optimize benefits.
• Automatic Penalty Relief 2026: Replace First Time Abate with AEP — In summer 2026, IRS will roll out the Automatic Exemption from Penalty (AEP), eliminating the need to request First Time Abate if you’ve consistently complied.