Research and insights

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

Search: self-employed · Jurisdiction: United States

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• Maximize Your Retirement Savings: 2026 Limits for 401(k), IRA, and Catch-Up Contributions — With the IRS increasing retirement contribution limits for 2026, savvy savers can boost their tax-advantaged savings. Learn how the changes impact you and how to plan ahead.
• Compliance Alert: Preparing for the New Reporting Obligations on Tips and Overtime Under OBBBB — The One, Big, Beautiful Bill introduces deductions and reporting requirements for tips and overtime—find out who’s affected, what mining is underway, and how to avoid penalties in tax years 2025–2028.
• Employer Reporting Changes Under “No Tax on Tips & Overtime”—Transition Year 2025 Guide — Understanding the new reporting requirements for cash tips and overtime under the One, Big, Beautiful Bill—and how employers can get relief during the 2025 transition.
• Planning Ahead: How Inflation Adjustments under the OBBB Impact Your 2026 Tax Strategy — Key inflation adjustments under the One, Big, Beautiful Bill (OBBB) are reshaping standard deductions, income brackets, and credits for 2026—learn how to optimize your taxes now.
• Retirement Readiness: Making the Most of Higher Contribution Limits in 2026 — IRS increased contribution limits for retirement plans in 2026—raising 401(k) and IRA caps. Here’s how to optimize contributions, tax savings, and retirement planning under the new limits.
• Navigating Penalty Relief for Tip, Overtime Reporting and Car Loan Interest Under OBBB — New reporting requirements under the One, Big, Beautiful Bill introduce deductions and information statements for tips, overtime, and car loan interest—but transition relief gives you breathing room. Here’s what you need to know.
• Maximizing Take-Home Pay for Digital Nomads under Recent U.S. Tax Changes — Digital nomads working across borders have new tools from the One Big Beautiful Bill to reduce U.S. taxes—learn how to leverage tax treaties, overseas earned income rules, and new deduction opportunities.
• Penalty Relief & Compliance Guidance for Employers Under OBBBBA’s New Reporting Rules — The OBBB Bill adds new reporting obligations for tips, overtime, vehicle interest, and remittance transfers—here’s what employers must know and how to comply without triggering penalties.
• New IRS Reporting Rules & Penalty Relief: What Employers and Self-Employed Need to Know — Employers, payors, and self-employed individuals face new reporting rules under OBBBA for tips and overtime – and there’s penalty relief for 2025. Here's what to do.
• Practical Strategies for US Tax Planning with the One, Big, Beautiful Bill — With the passage of the One, Big, Beautiful Bill (OBBB), many deductions, reporting thresholds, and inflation-adjusted provisions have changed. Learn how to optimize your tax plan under these new rules.
• Form 1099-K’s Restored Threshold: What Self-Employed & Gig Workers Need to Know — The One, Big, Beautiful Bill has reset the Former 1099-K reporting threshold to $20,000 & 200 transactions—how that impacts your income reporting and bookkeeping obligations.
• Maximizing 2026 Retirement Contribution Limits: Strategy & Savvy Planning — With increases to 401(k) and IRA contribution limits for the 2026 tax year, individuals have fresh opportunities to boost savings—here’s how to strategize before year-end winds down.
• Compliance Essentials When Paper Checks for Refunds Are Phased Out — Starting September 30, 2025, IRS will stop issuing paper checks for tax refunds. Here's what taxpayers need to do to ensure smooth refunds and avoid delays.
• Digital Nomads & US Tax Filing: Key Compliance Measures Moving into 2026 — For Americans working abroad or as remote freelancers, 2025-2026 bring updates—tax-rate inflation adjustments, changes under OBBB, and specific deadlines to watch.
• Navigating the One, Big, Beautiful Bill: Key Planning Moves for US Taxpayers — With the enactment of the One, Big, Beautiful Bill (OBBB) in July 2025, major changes—like boosts to standard deductions, senior deductions, tip/overtime deductions, and car loan interest relief—offer new planning opportunities. This article shows how to make the most of them.
• Tax Planning Under the One Big Beautiful Bill: How to Maximize Deductions for Tips & Overtime — New US law offers deductions for qualified tips and overtime—this article shows you who’s eligible, what the limits are, and how to prepare your employer or payroll if you're a business owner.
• Tax Planning Strategies Under the One, Big, Beautiful Bill: Tips, Overtime & Car Loan Interest — New deductions under the One, Big, Beautiful Bill open up tax planning opportunities for those who earn cash tips, overtime, or have car loans. Learn how to maximize them before transitional provisions end.
• Entity Setup & Digital Nomad Edge: Using Foreign Earned Income Exclusion in Conflict Zones — For digital nomads and expatriates forced to leave foreign tax domiciles due to conflict, recent IRS waivers can help preserve foreign earned income exclusions—strategies to structure business & travel around these changes.
• Navigating the One Big Beautiful Bill: Tax Planning Tips for Qualified Overtime, Tips & Car Loan Interest Deductions — The One Big Beautiful Bill has introduced new deductions for qualified tips, overtime pay, and passenger vehicle loan interest—this article breaks down how to plan ahead and maximize benefits under the new law.
• Digital Nomad Guide: Managing U.S. Tax Filing with Remote Work Abroad — Essential tips for U.S. expats working remotely—how to handle self-employment income, foreign earned income exclusions, and treaty benefits.