Research and insights

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

Search: state tax · Jurisdiction: United States

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• Digital Nomad Tax Tips Under One, Big, Beautiful Bill: Maximizing Benefits & Navigating Compliance — For digital nomads living abroad or bouncing between countries, recent inflation adjustments and legislative enhancements under the One, Big, Beautiful Bill change what’s deductible—this article navigates those updates.
• Digital Nomad Tax Rules: What Changed for 2025-26 under Working Families Tax Cuts — The Working Families Tax Cuts law introduces new deductions, thresholds, and benefits that shift the tax picture for digital nomads—here’s what to know.
• How the New Automatic Penalty Relief (AEP) Changes Penalty Strategy for Taxpayers — The IRS’s Automatic Exemption from Penalty (AEP) transforms how taxpayers with a clean history are treated—no more formal requests for relief if you qualify.
• Tax Planning for U.S. Digital Nomads: Maximize Benefits, Minimize Hassle — Digital nomads can tap into exclusions, deductions, and treaties—but only if planning ahead with record-keeping, structure, and awareness of tax home rules.
• Entity Setup Insights: Choosing the Right Business Structure for Global Ventures — Selecting the optimal business entity matters especially for digital nomads and globally-oriented businesses—how LLCs, S-Corps, and foreign entities differ under U.S. tax rules and cross-border situations.
• Digital Nomads & The Working Families Tax Cuts: What Remote Workers Need to Know — Remote workers who split time across states or countries, or work gig-style, must understand how the Working Families Tax Cuts affect deductions, income sourcing, and compliance.
• Mastering Penalty Relief: Understanding the New Automatic Exemption from Penalty — Explore how the IRS’s new penalty relief process works, who qualifies for it, and how it affects your penalty exposure for tax years 2025 and 2026.
• Entity Setup for Digital Nomads: U.S. Structure Tips for Remote Entrepreneurs — If you’re working remotely from abroad or switching countries often, choosing the right U.S. entity type can save you taxes, enhance liability protection, and simplify compliance.
• Automatic Penalty Relief: What Taxpayers Need to Know About the New AEP Program — The IRS is phasing out First-Time Abate and moving to Automatic Exemption from Penalty—this article breaks down who qualifies, what penalties are covered, and how to apply.
• Maximizing Automatic Exemption from Penalty (AEP): What Every U.S. Taxpayer Needs to Know — The IRS has launched the Automatic Exemption from Penalty (AEP), streamlining administrative penalty relief for those with a strong compliance track record—no more requesting First Time Abate in many cases.
• Mastering Penalty Relief: How the New Automatic Exemption from Penalty (AEP) Changes the Game — Good news for diligent taxpayers: starting summer 2026, IRS is phasing out First Time Abate and automatically granting penalty relief to those with a history of timely filings and payments.
• Protecting Your Tax Practice from Identity Theft Attacks: Best Practices for Tax Professionals in Summer 2026 — The IRS kicks off its 2026 ‘Protect Your Clients; Protect Yourself’ campaign—learn what tax pros must do now to shield client data from escalating identity-theft threats.
• Digital Nomads & the Working Families Tax Cuts: What Remote Workers Should Know in 2026 — Digital nomads face unique tax challenges and opportunities under the 2026 changes—standard deductions, no tax on overtime or tips, and the expanded definition of tax credits could reshape how you file from abroad.
• How One, Big, Beautiful Bill Reshapes Tax Planning for 2026 — With the One, Big, Beautiful Bill now in effect, tax planning must adapt: from enhanced deductions to adjusted marginal rates, understand what’s changed and how to optimize your 2026 finances.
• Case Study: How a Tipped Gig Worker Benefits from Permanent Deductions Under OBBB — Actual numbers show how the new “no tax on tips” and modified QBI deduction under OBBB help a gig worker keep more income in 2025 and beyond.
• Understanding Trump Account Gift Tax Safe Harbor: What Parents and Donors Need to Know — New safe harbor rules make contributions to “Trump Accounts” by individuals under certain conditions exempt from gift tax reporting—perfectly timed for parents and guardians planning for their children’s financial future.
• Gift-Giving to Trump Accounts: New Safe Harbor for Donors in 2026 — Thanks to Revenue Procedure 2026-25, individuals contributing to Trump Accounts may avoid filing gift tax returns if their gifts qualify under safe harbor rules.
• Automatic Exemption from Penalty (AEP): What It Means for You — IRS is replacing First-Time Abate with Automatic Exemption from Penalty starting summer 2026—eligible taxpayers get relief automatically without having to apply.
• Tax Planning for Digital Nomads in 2026: Navigating the Working Families Tax Cuts and Foreign Income Exclusions — For U.S. digital nomads, recent changes under the One, Big, Beautiful Bill require clever planning around withholding, deductions, and foreign exclusions to minimize taxes legally.
• How the New Automatic Exemption from Penalty (AEP) Transforms Penalty Relief in US Taxes — A fresh IRS policy introduces the Automatic Exemption from Penalty (AEP), phasing out First Time Abate — here’s how it works, who qualifies, and tactics to use it to your advantage.