Research and insights

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

Page 249 of 352 · 7031 published records

• Tax Planning for Digital Nomads: Navigating Australia’s Residency and Tax Obligations — Australia’s tax rules for non-residents and temporary residents are changing fast. Here’s how digital nomads can plan around residency, deductions and foreign income exemptions.
• Entity Setup: Structuring Cross-Border Investment Vehicles in Light of Reverse Hybrid Entity Rules — Establishing an entity abroad? The new reverse hybrid entity rules will affect tax outcomes heavily—your setup choice now matters more than ever.
• Compliance: Get Ready for New Registered Plan Investment Restrictions Under Prohibited Investments and Advantage Taxes — New rules will impose heavy penalties on registered plans holding certain prohibited or non-qualified investments—understanding them now will save trustees from costly surprises.
• Tax Planning: Leveraging Hybrid Mismatch Rules Before July 1, 2026 — New draft rules on hybrid and reverse hybrid entities will reshape cross-border payments. Understanding and planning ahead could save you tax and avoid pitfalls.
• Planning for 2026 Inflation Adjustments: Smart Moves Under the One, Big, Beautiful Bill — With standard deductions and credit limits rising under the One, Big, Beautiful Bill, 2026 brings new opportunities for savings—learn how to adjust withholding, retirement contributions, and gifting strategies.
• Digital Assets & Brokers: What U.S. Taxpayers Need to Know About Form 1099-DA Reporting — IRS final regulations now require brokers to report gross proceeds and basis for many digital assets—learn who’s affected, when it applies, and how taxpayers can prepare.
• Tax Relief in Louisiana: Navigating Extended Deadlines After Severe Winter Storms — Louisiana taxpayers now have until March 31, 2026, to file most returns and pay taxes impacted by severe winter storms thanks to new IRS relief—here’s what qualifies, what doesn’t, and how to make the most of the postponement.
• Digital Nomad Considerations: US Tax Updates & Canada’s Move Toward Automatic Filing — Recent policy shifts in the US and Canada change how remote workers and nomads are taxed, offering both challenges and opportunities—especially around residency, credits, and simpler filing.
• Compliance for US Businesses: New IRS Guidance & Reporting under the One, Big, Beautiful Bill — Recent IRS policy updates introduce stricter requirements for depreciation, energy tax credits, and fuel production—understanding these helps businesses stay compliant and avoid penalties.
• Tax Planning Strategies Under the One, Big, Beautiful Bill: US Inflation Adjustments for 2026 — Understand the key inflation-driven law changes for tax year 2026 and how to plan deductions, credits, and income thresholds under the One, Big, Beautiful Bill.
• Entity Setup & CAMT: What Corporations Should Know About New Requirements Under Tax Law — The Corporate Alternative Minimum Tax (CAMT) brings new obligations for large entities—especially around Adjusted Financial Statement Income (AFSI), accounting methods and transactions involving intangible property. Here's how corporations should prepare.
• Digital Nomad Tax Realities: Foreign Income & Remote Work in 2026 — For U.S. citizens working from abroad or as remote contractors, key changes like a higher Foreign Earned Income Exclusion and stricter Social Security number rules could alter your planning.
• Tax Deduction Breakdowns Under the One, Big, Beautiful Bill: Tips for Maximizing New Benefits — With the One, Big, Beautiful Bill rolling out sweeping tax benefits—from overtime and tip deductions to enhanced standard deductions—here’s how individuals can optimize their 2025 and 2026 filings.
• Case Study: Structuring Clean Energy Projects to Maximize Tax Credits under U.S. PFE Rules — A deep dive into how a solar developer structured a project to comply with PFE restrictions and retain eligibility for clean energy credits.
• UK’s Mandatory Payrolling of Benefits-in-Kind from April 2027: What Employers Need to Know — A crucial upcoming compliance change in the UK requires most benefits-in-kind (BiKs) to be payrolled in real time — essential reading for employers preparing for April 2027.
• Navigating U.S. Energy Tax Credits & Prohibited Foreign Entities After the One, Big, Beautiful Bill — How businesses can determine eligibility for clean energy tax credits in light of new restrictions on involvement with prohibited foreign entities.
• Automatic Tax Filing & Pre-Filled Returns: What Low-Income Canadians Should Know — From 2026 onward, CRA will introduce automated tax filing and pre-filled returns for around 1 million Canadians, targeting those with simple tax situations and low income to ensure they receive the benefits they qualify for.
• Maximizing the New Lowest Personal Income Tax Rate in Canada: Planning for 2025–2026 — Canada is lowering its lowest federal income tax rate to 14% effective July 1, 2025—arming taxpayers with opportunities to adjust withholdings, rethink investments, and maximize credits for significant savings.
• Ending the Remittance Basis & Domicile: What Digital Nomads Should Know Before UK Residency — The UK has officially ended availability of the remittance basis for UK-non domiciled individuals from 2025-26 onwards, affecting offshore income planning for many digital nomads.
• Adapting Your Business for Making Tax Digital (MTD) in the UK: What Sole Traders & Landlords Must Know — With MTD (Making Tax Digital) for Income Tax set to kick in for many self-employed individuals and landlords in April 2026, understanding thresholds, timelines and compliance requirements is essential.