Research and insights

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

Page 243 of 352 · 7031 published records

• Navigating Trump Accounts: What Parents and Employers Need to Know Before July 2026 — Trump Accounts under the One, Big, Beautiful Bill create a child-centric retirement vehicle. This guide breaks down eligibility, contributions, and rules for setting them up.
• Maximizing the New Inflation Adjustments for Tax Year 2026: What You Need to Know — Substantial inflation indexing across standard deductions, estate tax exclusions, and retirement contributions offer new planning opportunities for 2026—here’s how to leverage them now.
• Navigating First-Time Homeowner Relief Under New GST/HST Rebate Rules — New rebates and GST reliefs for first-time homebuyers aim to lower upfront costs—what qualifies, when, and how to plan your purchase.
• Compliance Update: What You Need to Know from CRA’s 2026-27 Departmental Plan — CRA’s latest plan boosts compliance efforts, expands digital tools, and creates upfront approvals for SR&ED—crucial for businesses facing audits or reporting struggles.
• How Canada’s Middle-Class Tax Cut Impacts Your 2026 Planning — A recent law permanently cuts the first federal tax bracket from 15% to 14%, affecting withholding, non-refundable credits, and what many will see when filing in 2026.
• Optimising Dividend & VCT Reliefs Before April 2026: A Tax Planning Perspective — With major changes to dividend tax rates and Venture Capital Trust (VCT) relief coming in on 6 April 2026, now is the time to plan carefully to manage your investment tax exposure.
• Your Roadmap to Making Tax Digital: What Sole Traders & Landlords Need to Know for April 2026 — Starting 6 April 2026, many sole traders and landlords will need to change how they record income and report to HMRC under Making Tax Digital. Here's a practical breakdown to help you stay compliant.
• Avoiding Common Compliance Pitfalls in the 2026 Filing Season — With new laws from the One, Big, Beautiful Bill taking effect, compliance missteps can easily sneak in—learn what to watch out for when filing 2025 returns.
• Mastering Tax Year 2026 Inflation Adjustments: What Every Individual Needs to Know — Annual inflation adjustments are changing dozens of tax thresholds for 2026—discover what shifts will affect standard deductions, credits, and AMT to optimize your 2025 and 2026 tax planning.
• How Trump Accounts Work: A New Savings Tool for Eligible Children — Exploring the ins and outs of the proposed regulations for Trump Accounts, including who qualifies, how to open one, and what families need to do before the deadline.
• Digital Nomads & the UK’s New Non-Dom Rules: What Expatriates and Remote Workers Need to Know — With the UK’s non-dom and residence rules reformed, remote workers and expats should understand how residency, foreign income, and asset taxation will work in the new regime starting April 2025.
• UK Budget 2025 Reforms: What Entities and Entrepreneurs Need to Know for Entity Setup & Tax Compliance — From new allowances to reforms for investment schemes, the UK’s 2025 Budget introduced changes critical to how businesses structure and report—essential reading for entrepreneurs.
• How U.S. Inflation Adjustments Under the One, Big, Beautiful Bill Affect Your 2026 Taxes — Explore the U.S. IRS's 2026 inflation adjustments under the new law, including higher standard deductions and updated thresholds—key for tax planning and compliance.
• How New Personal Income Tax Cuts Can Shape Your 2026-27 Budget — Tax brackets for residents will adjust in 2026-27 and 2027-28 – these cuts can impact cash flow, investments, and career decisions. Let’s run the numbers.
• Unlocking Speed and Efficiency: New Payments Platform (NPP) SuperStream Updates Come July 2026 — Super funds must prepare to receive payments via the New Payments Platform, opting in early and updating technical specs for SuperStream compliance starting 1 July 2026.
• How “Payday Super” Will Change Employer Obligations from July 1, 2026 — Australia’s upcoming Payday Super regime introduces major shifts in employer super guarantee timing, reporting, and clearing house closures. Here's what employers need to know and do NOW.
• Tax Considerations for Digital Nomads: Canada Edition — If you’re working remotely while moving across borders, here’s what you must know to stay compliant with Canadian tax law without overpaying.
• Navigating CRA’s 2026-27 Departmental Plan: Compliance & Administration Updates You Should Know — CRA’s 2026-27 Departmental Plan lays out big changes to compliance, enforcement, and digital service-delivery – you’ll want to understand what they mean for your filing and reporting.
• Maximize Savings with Canada’s New Middle-Class Tax Cut: Practical Strategies — With Canada reducing the **lowest federal tax rate from 15% to 14%** starting July 1, 2025, millions stand to benefit — here are savvy tax-planning steps to grab your share now.
• Australia’s 2026-27 Personal Income Tax Rates: What Digital Nomads & Foreign-Source Income Earners Should Know — As Australia rolls out tax relief and bracket changes starting July 2026, digital nomads and foreign income earners must understand residency-based rules, foreign income reporting, and tax treaty impacts.