Research and insights

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

Page 210 of 351 · 7013 published records

• Entity Setup Strategy: Leveraging Qualified Opportunity Zone Changes Under the OBBB Act — The One, Big, Beautiful Bill slashes the substantial improvement threshold for rural Opportunity Zones, offering big tax incentives for real estate investments outside dense urban areas.
• Digital Nomads & the Foreign Earned Income Exclusion: What’s New in 2026 — The One, Big, Beautiful Bill introduces a waiver for certain time requirements for expats in countries like Ukraine & Mali—opening new possibilities for digital nomads facing instability.
• Tax Planning Around Canada’s Middle-Class Tax Cuts & First-Time Home Buyer Rebate — Canada’s Bill C-4 delivers cuts for the middle class and new rebates for first-time home buyers—savvy planning can magnify your benefit.
• Entity Setup & Structuring for Start-ups: Leveraging UK’s EIS, VCT & EMI Reforms — New changes to UK’s investment schemes make them more accessible for start-ups—key entity setup and compliance considerations to unlock tax reliefs.
• Effective Digital Nomad Tax Strategies Post-Remittance Transfer Tax Implementation — A new 1% excise tax on certain remittance transfers from the U.S. alters cross-border cash flows for digital nomads—here’s how to plan and stay compliant.
• Case Study: How Families Save Under Canada’s First-Marginal Rate Cut and First-Time Homes GST Rebate — The 2025 reforms delivered under Bill C-4 offer big savings for middle-class incomes and first-time home buyers—this case study walks through real-world scenarios to show how.
• Compliance Guide: Navigating Proposed Fuel Excise Tax Reductions in Canada — Proposed zero-rates on fuel excise duties present high opportunity and high risk—this compliance guide clarifies what’s required, who’s eligible, and how to stay compliant.
• Tax Planning Tips for Canadian ALCOHOL Producers Under the New Excise Duty Relief — With recent expansion of excise relief for beer, wine, and spirits, producers have fresh opportunities to reduce costs—but only if you plan correctly around production volumes, thresholds, and rate caps.
• What Dividend Investors Must Know: Higher Rates & Mixed Income Strategies — With dividend tax rates rising as of April 2026, investors need to update strategies for income mix, sheltering, and timing to reduce their tax exposure.
• Maximising Your Startup’s Tax Advantage with EMI, EIS and VCTs After April 2026 — UK entrepreneurs now have wider opportunities under EMI, EIS and VCT schemes as of April 2026—discover how to qualify, structure incentives, and make strategic use of reliefs.
• Canada’s Spring Economic Update 2026: Tax Relief, Trusts & Housing Insights — Canada’s Spring Economic Update (April 2026) brings permanent employee ownership trust exemptions, residential fuel excise relief, and sweeping affordability measures for middle-income earners and home buyers.
• UK’s Making Tax Digital Expansion: Preparing Sole Traders and Landlords for Digital Income Reporting — From 6 April 2026, UK sole traders and landlords with income over £50,000 must use digital software to report quarterly income & expenses — with light penalties softened for the first 12 months. Missing these deadlines could mean getting penalty points.
• How the U.S. Remittance Transfer Tax Affects Digital Nomads and International Senders — New U.S. regulations under the “One, Big, Beautiful Bill” introduce a 1% tax on cash-based remittances starting January 1, 2026. If you send money from the U.S. abroad, it’s critical you understand who’s responsible, how providers collect it, and what documentation matters.
• Digital Nomads and Cross-Border Work: Navigating Canadian Tax Rules Post-2025 Reforms — What nomads need to know about residency, income sourcing, and benefit eligibility since Canada’s 2025-26 policy shifts—practical tips for working from around the world.
• Compliance Essentials for Canada’s 2026 Tax-Filing Season and New Benefit Regime — Filing for the 2025 tax year and navigating the new groceries & essential benefits means adapting to changed deadlines, forms, and obligations—here’s how to stay compliant.
• How the 2026 Spring Economic Update Can Shape Your Tax Planning Strategy — Learn how CPP rate cuts, new excise tax suspensions, and permanent trust exemptions are reshaping opportunities—actionable steps for maximizing your 2026-27 planning.
• What Employers Need to Know About Expanded Workplace Benefits Relief from 6 April — New rules from 6 April 2026 allow employers to reimburse costs for eye tests, flu jabs and homeworking equipment tax-free—aligning with modern working practices.
• Tax Adviser Risk After 1 April: Sanctionable Conduct Rules You Must Know — From 1 April 2026, UK tax advisers face tougher penalties for deliberate non-compliance—this article breaks down what constitutes sanctionable conduct and how to safeguard your practice.
• How the New Vaping Products Duty Will Transform Compliance for Manufacturers — UK vaping businesses must prepare now—applications open from April 1, 2026, with strict duty and stamping rules coming into force from October, carrying major tax and regulatory implications.
• Entity Risks and Settling with IRS Over Abusive Conservation Easements — Abusive conservation easements are under serious IRS scrutiny. The agency is offering a settlement opportunity for eligible partnerships—walk through risk factors and actions to protect your entity.