Research and insights

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

Search: estimated tax · Jurisdiction: United States

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• Maximizing Retirement Savings Amid 2026 Contribution Limit Increases — With the IRS raising 2026 limits for 401(k), IRA, and catch-up contributions, savers have fresh opportunities to supercharge their retirement strategy—don’t leave free money on the table.
• Compliance Guide: Reporting Requirements for Clean Vehicle, Energy Credits & Thoughtful Deadlines — With many energy and clean vehicle credits expiring soon under the new law, this guide walks through what you must report and what to do to stay compliant through these transitions.
• 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.
• Case Study: Disaster Relief for Alaska Businesses Under Typhoon Halong — Alaskan individuals and businesses in certain boroughs have new deadlines and abated penalties following severe storms and flooding—see how the relief works and what you should do.
• How Seniors Can Leverage the New Bonus Deduction & Inflation Adjustments — Seniors gain a new bonus deduction, expanded standard deduction amounts, and updated tax brackets—here’s how to benefit in 2025-2026.
• 2026 Inflation Adjustments: What Every Taxpayer & Self-Employed Person Needs to Know — Key inflation adjustments for tax year 2026 under the One, Big, Beautiful Bill, including changes to standard deductions, tax rate brackets, child credit, and impact for small business.
• Form 1099-K Threshold Reversion: What Sellers & Gig Workers Must Know — With the threshold for Form 1099-K reverting to $20,000 & 200 transactions under the One, Big, Beautiful Bill, sellers and gig workers need to reassess reporting obligations and avoid tax surprises.
• New Relief for Disaster-Affected Taxpayers: Filing Extensions & Penalty Abatement — If you've been hit by disasters—storms, floods, typhoons—you may qualify for IRS tax relief that delays filing & payment deadlines through 2025 – 2026, sometimes with penalties waived.
• Tax Planning for Gig Workers: Navigating Form 1099-K Changes Under the One, Big, Beautiful Bill — The One, Big, Beautiful Bill has changed the reporting thresholds for third-party payment platforms. Learn how these changes affect gig workers and what steps you can take now to stay compliant.
• What Digital Nomads Should Know About the IRS Foreign Earned Income Exclusion Increase for 2026 — The Foreign Earned Income Exclusion has once more increased under OBBB: digital nomads could deduct more foreign wages in 2026, but need to understand eligibility tests and phase-outs.
• Maximizing the New Inflation Adjustments for 2026: Smart Tax Planning Strategies — With the IRS’s Inflation Adjustments for Tax Year 2026 now released under the One, Big, Beautiful Bill (OBBB), savvy taxpayers can apply forward-looking planning to lower their tax burden.
• Understanding Your 1099-K & 1099-MISC/NEC Reporting Thresholds After the OBBBA — The One, Big, Beautiful Bill restores higher thresholds for 1099-K and raises thresholds for 1099-MISC/NEC—learn what this means for gig workers, marketplaces, and small businesses.
• How the 2026 Tax Inflation Adjustments Can Reshape Your Tax Planning — The IRS has released the tax year 2026 inflation adjustments under the One, Big, Beautiful Bill—the changes to key thresholds like standard deductions, marginal brackets, and tax credits could significantly impact your planning.
• Navigating the 2025 1099-K Reversion: What Sellers Need to Know — With the One, Big, Beautiful Bill reverting the 1099-K threshold back to $20,000, sellers on marketplaces and gig platforms must understand what this means for reporting and compliance.
• What Digital Nomads Need to Know: Foreign Earned Income and Tax Threshold Changes in 2026 — With the foreign earned income exclusion rising and standard deduction shifts on the horizon, U.S. digital nomads must adapt their strategy now to stay compliant and minimize worldwide tax burdens.
• Preparing for 2026: Inflation Adjustments You Can’t Ignore Now — The IRS has released critical inflation adjustments under OBBB for tax year 2026—learn how changes to standard deductions, AMT, and more will affect your tax profile.
• How the One, Big, Beautiful Bill Transformed Annual Inflation Adjustments for Tax Year 2026 — The OBBB introduced sweeping inflation updates affecting standard deductions, AMT exemptions, estate tax limits, and more—understanding these shifts can optimize your tax planning this year.
• Maximizing Standard Deduction & Credits under the One, Big, Beautiful Bill for 2026 — How new inflation adjustments and tax law changes under the One, Big, Beautiful Bill affect standard deductions, tax brackets, and credits—here’s how you can plan wisely.
• Navigating the IRS Appropriations Lapse: Compliance Strategies for Taxpayers — Explore how the recent IRS appropriations lapse affects tax compliance and discover strategies to stay compliant during limited IRS operations.
• Navigating the 2025 IRS Inflation Adjustments: Strategies for Tax Planning — Explore the latest IRS inflation adjustments for 2025 and discover actionable strategies to optimize your tax planning.