Research and insights

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

Page 290 of 352 · 7038 published records

• Case Study: Digital Nomad Working in Canada while Keeping Non-Resident Status — Explore how tax rules apply to digital nomads who work remotely for foreign employers while spending part of the year in Canada—or want to avoid becoming tax residents.
• Compliance Essentials: Preparing for Canada’s 2026 Capital Gains Regime — With major changes to how capital gains will be taxed as of 2026, ensuring compliance requires understanding new thresholds, reporting duties, and planning during the transition.
• Strategic Tax Planning for Canadians: How to Maximize the Middle-Class Tax Cut and Capital Gains Reforms — Learn how recent Canadian reforms—including the middle-class tax cut and capital gains rules—can reshape your tax planning strategy for 2026 and beyond.
• 2026 Retirement Contribution Limits Increase: Planning Tips for Savers — With new higher limits on 401(k) and IRA contributions for 2026, savers have opportunities to boost their tax-defensest and set themselves up for better retirement outcomes.
• End of Paper Refunds: What Every Taxpayer Needs Before Sept. 30, 2025 — The IRS will phase out paper refund checks starting September 30, 2025 due to a new executive order. Here's what taxpayers should do now to avoid delays.
• Maximizing the New No-Tax-on-Tips Deduction Under OBBB: What Tipped Workers Should Know — Under the One, Big, Beautiful Bill (OBBB), tipped workers finally get relief: a deduction for qualified tips that may significantly reduce their tax liability. Here’s how to benefit, documentation required, and what limitations to expect.
• Digital Nomads & the Foreign Earned Income Exclusion in 2026: What’s Changed? — The One, Big, Beautiful Bill updated the Foreign Earned Income Exclusion for 2026—digital nomads need to know the new limits, documentation rules, and how to maximize eligibility.
• Compliance Spotlight: IRS Guidance and Relief Changes for Employers and Lenders — Recent IRS releases provide guidance and relief for tip reporting, overtime, and rural-property-secured loans—a must-read for businesses to stay compliant.
• Maximizing U.S. Inflation Adjustments: How Taxpayers Should Prepare for 2026 — Tax year 2026 brings important inflation-adjusted thresholds under the One, Big, Beautiful Bill—the changes challenge both individuals and businesses to plan now.
• Entity Setup: Choosing the Right Structure for Foreign-Resident Income & Global Minimum Tax Rules — Foreign residents in Australia face both local reporting requirements and global minimum tax rules; this article helps you pick an entity type and stay compliant.
• Payday Super: What Employers and Funds Need to Know Before 1 July 2026 — A major shift is coming—employers will soon have to pay superannuation at the same time as salaries. Funds and businesses need to prepare now for Payday Super compliance.
• How Australia’s New Super Tax Thresholds Will Affect High-Balance Retirement Accounts — Australia introduces new superannuation tax rates starting July 2025 for balances over $3 million—understand the thresholds, examples, and what actions you can take now.
• Personal Support Workers Tax Credit: How to Maximize Refunds in 2026-2030 — New refundable tax credit up to 5% with a CAD 1,100 cap annually for personal support workers—and strategies to take full advantage based on where you live.
• Luxury Aircraft & Vessels Luxury Tax Removed — Key Planning Opportunity for Buyers — The government proposes to abolish the luxury tax on aircraft and large vessels, effective Budget Day 2025, offering major savings for potential owners.
• Canada’s Underused Housing Tax Is Being Eliminated — What That Means for Property Owners — Budget 2025 proposes to remove the Underused Housing Tax starting 2025, changing both filing obligations and taxable status for many non-resident or under-used properties in Canada.
• Compliance Tracker: HMRC’s New Measures to Close the Tax Gap and What Taxpayers Must Do — To support funding for public services, HMRC is implementing sweeping compliance and debt-management reforms. Individuals and businesses need to understand the new obligations and deadlines to stay compliant under Spring Statement 2025.
• Entity Setup in the UK: Choosing Between LLPs, Companies, and Sole Traders with Recent Tax Reforms — Recent government policy has shifted focus on LLPs and company structures in tax and compliance. This article unpacks how vehicle choice, recent announcements, and upcoming rules affect business entities in the UK.
• Digital Nomads and UK Tax Residency: Understanding the New Non-Dom Regime and Its Impact — The UK has overhauled its non-dom-domicile tax rules—abolishing the remittance basis and replacing it with a residence-based regime. This article shows how digital nomads can navigate the new rules to maintain flexibility and reduce unexpected tax costs.
• 401(k), IRAs & Interest Rates: Planning Moves for Digital Nomads in 2026 — For nomads earning abroad, new retirement limits and interest-rate rules offer both challenges and opportunity—learn how to leverage them globally.
• Navigating Penalty Relief for Reporting Overtime & Tips Under the New Law — Recent IRS guidance grants penalty relief to employers for reporting tips and overtime in tax year 2025—find out how to stay compliant without getting penalized.