Research and insights

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

Search: estimated tax · Jurisdiction: United States

Page 3 of 7 · 140 published records

• WFTC Deductions for Tips, Overtime & Car Loan Interest: How to Prepare for Filing 2025 — Working Families Tax Cuts introduce new deductions for qualified tips, overtime, and car loan interest. Here’s what records to have, how to file, and avoid surprises.
• Digital Nomads & U.S. Taxes: Key Considerations with the New Penalty Relief and Remittance Tax Proposed Regs — Digital nomads often face challenges with income sourcing, penalty exposures, and remittance rules—recent IRS changes can help, but awareness and proactive planning are essential.
• Tax Planning Tips for Self-Employed and Gig Workers under OBBB — Taxpayers in the gig economy can take advantage of new deductions—like no tax on tips, overtime, and car loans—and increased standard deductions under recent legislation.
• Tax Planning Moves for Individuals Under the OBBBA’s Tip and Overtime Provisions — Recent rules eliminate federal income tax on tips and impose significant changes; here’s how individuals can plan smart, claim benefits, and avoid missteps.
• Avoiding Pitfalls in Disaster Relief Tax Deadlines: Southeast Georgia Case — Wildfire-affected taxpayers in Southeast Georgia got relief — but understanding the fine print matters to protect your rights and avoid penalties.
• Digital Nomads: How the Foreign Earned Income Exclusion Shift under OBBB Helps US Nomads Abroad — The One, Big, Beautiful Bill hikes the foreign earned income exclusion for 2026 — we show how US citizens working from abroad should plan based on the new thresholds.
• Case Study: Tax Relief Timing for FEMA-Declared Disaster Areas — When disaster strikes, knowing which deadlines IRS postpones can prevent penalties. This case study breaks down recent relief for the Fort Peck Assiniboine & Sioux Tribes.
• Tax Planning Strategies Under the One, Big, Beautiful Bill: What Individuals Should Know Now — The One, Big, Beautiful Bill has introduced sweeping changes—permanent deductions, higher standards, no more tax on tips or overtime. Here’s how to adapt your tax plan effectively under the new rules.
• How Partnerships & Nonprofits Can Leverage the Expanded Business Tax Account — New IRS digital services now allow partnerships, tax-exempt orgs, tribal and government entities to use the Business Tax Account for online access and self-service.
• Digital Nomads: Maximizing the Foreign Earned Income Exclusion and Staying Compliant Abroad — Foreign earning expats can save thousands by using the Foreign Earned Income Exclusion, but staying compliant with U.S. tax laws while abroad requires careful planning and understanding.
• Compliance in Disasters: Filing & Payment Relief for Southeast Georgia Taxpayers — Wildfires and brutal winds in Southeast Georgia have triggered an IRS disaster relief order — affected individuals and businesses have until August 20, 2026 to meet filing and payment deadlines for a wide range of returns originally due during a prescribed period.
• Wildfire-Related Tax Relief for Individuals & Businesses in Southeast Georgia — Affected by the April 2026 wildfires in Southeast Georgia? The IRS has postponed return & payment deadlines to August 20, 2026, offering crucial relief to residents and businesses impacted by the disaster.
• Entity Setup Essentials: Choosing the Right Structure in 2026 Under Changing Laws — Selecting between LLCs, S-corporations, and partnerships has fresh implications under recent U.S. law changes. This article helps you weigh tax, liability, and compliance to choose the structure that fits your goals.
• Building Tax-Smart Nomad Strategies: Residency, Income Sourcing, and U.S. Tax Obligations — For U.S. citizens relocating or travelling abroad, understanding how residency rules, foreign income sourcing, and treaty benefits interact can help reduce global tax risk. This guide outlines actionable insights for digital nomads navigating the 2026 U.S. tax landscape.
• Tax Filing Relief for Disaster-Affected Small Businesses: What You Need to Know — Learn how tax deadline postponements for wildfires and disasters can affect your filing strategy and what small businesses should do to stay compliant.
• Planning for Tax Filing Relief After Disasters: Lessons from Georgia Wildfires — Affected by disasters? Learn how the IRS provides relief and extensions during disasters, and how taxpayers can plan ahead using the recent Georgia wildfire relief as a guide.
• Disaster Relief Tax Deadlines in Southeast Georgia: Extensions, Options, and Tips — For those in Georgia counties affected by April 2026 wildfires, key federal tax deadlines have been extended to August 20, with special relief options for returns, payments, and disaster-related distributions.
• Mastering Digital Nomad Taxes: Foreign Earned Income Exclusion & One Big Beautiful Bill — Learn how the filing season changes under the One, Big, Beautiful Bill and Foreign Earned Income Exclusion affect U.S. citizens working abroad — with concrete steps to stay compliant in 2026.
• Navigating the Farmers’ & Fishermen’s Penalty Waiver for Underpayment in 2025 — A recent IRS policy gives eligible farmers and fishermen relief from penalties for underpaying their 2025 estimated taxes—if certain conditions are met.
• Maximizing One, Big, Beautiful Bill Benefits for Freelancers & Gig Workers — Freelancers and gig economy workers have several new tax benefits under the One, Big, Beautiful Bill—here’s how to take full advantage of deductions and credits for 2025.