Research and insights

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

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• Leveraging 2026 Retirement Contribution Limits for Smarter Tax Planning — The IRS has announced new contribution limits for retirement plans in 2026—this article shows how to optimize contributions now for maximal tax benefit.
• IRS Inflation Adjustments & Form 1099-K Update: What U.S. Taxpayers Should Know for 2026 — Significant IRS changes made in late 2025 affect inflation-indexed tax thresholds and reporting obligations — especially around Form 1099-K thresholds under the One, Big, Beautiful Bill.
• Navigating the UK’s Post-Non-Dom Regime: What Individuals Need to Know — The UK has abolished the non-UK domicile regime, replacing it with a residence-based tax system from April 6, 2025 — here’s what that means if you’re foreign resident, moving to the UK, or managing overseas income.
• Compliance Checklist for Trusts under MTAS Phase 2 — Phase 2 of MTAS introduces new reporting requirements for trusts and beneficiaries—failure to comply could bring penalties.
• Superannuation Reforms 2026: What High-Balance Retirees Need to Know — Australia’s revised super tax rules introduce new tiers and scrap tax on unrealised gains—significant changes for those with large super balances.
• Entity Setup Tips for Digital Nomads with Canadian Ties — Canadian digital nomads face complex tax situations involving residency, business setup, and cross-border compliance. This article helps structure for clarity and efficiency.
• Compliance Alert: Changes to Voluntary Disclosures Program Taking Effect October 1, 2025 — Canada’s Voluntary Disclosures Program is getting simpler, more accessible, and more generous for those correcting past tax errors starting October 1, 2025. Know the new rules.
• Tax Planning for Canada’s 2026 Capital Gains Inclusion Rate Changes — Starting January 1, 2026, major shifts in how capital gains are taxed could have significant implications for individuals, entrepreneurs, and trusts. Plan now to maximize exemptions and incentives.
• Entity Setup for Digital Nomads: UK Tax Residency and Non-Dom Regime Reform — For digital nomads eyeing the UK as base, recent reforms to the non-dom regime and residency rules change the landscape for offshoring and wealth structuring.
• Preparing for HMRC’s New Digital Compliance Tools: MTD Expansion and Late Payment Penalties — The UK is extending Making Tax Digital (MTD) and ramping up penalties for late payments. Businesses and individuals need to prepare now to avoid unexpected charges.
• How the New Capital Gains Tax Rates Affect UK Investors and Entrepreneurs — Recent changes to the UK’s Capital Gains Tax (CGT) rates mean steeper tax liabilities for many, especially with Business Asset Disposal Relief and Investors’ Relief being phased up in upcoming years.
• Entity Setup Strategies for Digital Nomads Moving Between States — As digital nomads relocate across U.S. states, entity selection and structure can significantly impact your tax exposure—this article explores choosing between LLCs, S-corps, and more.
• 2026 Retirement Contribution Limits: What You Must Know for 401(k)s & IRAs — IRS has increased the contribution limits for 401(k)s and IRAs for tax year 2026—here’s how these changes affect savings strategies and compliance.
• Leveraging Overtime & Tips Deductions Under the One Big Beautiful Bill — New IRS guidance allows individuals to claim information reporting deductions for tips and qualified overtime pay in 2025—here’s how to plan now to maximize the benefits.
• Canadian Employers: Navigating the Elimination of the Underused Housing Tax and Luxury Tax Changes — Budget 2025 brings significant shifts for businesses and property owners as Canada phases out the Underused Housing Tax and ends luxury tax on aircraft and vessels—what companies need to know now.
• Maximizing Deductions on Tips and Overtime Under the One, Big, Beautiful Bill — Discover how the OBBB Act’s new deductions for tips and overtime can reduce your tax burden, with clear examples and compliance tips for 2025.
• Temporary Tax Relief for Canada’s Personal Support Workers: What to Know — In Budget 2025, a new refundable credit offers personal support workers up to CAD 1,100 per year—starting in 2026. Here’s who qualifies, how to claim it, and how to maximize the benefit.
• First-Time Home Buyer’s GST Rebate: What Your Family Needs to Know — A new proposed GST/HST First-Time Home Buyers Rebate could slash up to CAD 50,000 off the cost of a newly built home. Here’s eligibility, timelines, and what that means for planning your purchase.
• How Canada’s Middle-Class Tax Cut Can Boost Your Take-Home Pay — As of July 1, 2025, the lowest federal personal income tax rate dropped a point—from 15 % to 14 %—offering nearly 22 million Canadians more room in their paycheques. Here’s what it means for you and how to plan.
• Digital Nomads & U.S. Taxes: Navigating Foreign Earned Income Exclusion Changes Post-OBBB — With the One, Big, Beautiful Bill increasing the Foreign Earned Income Exclusion (FEIE) threshold for 2026, digital nomads should rethink residency, timing of foreign income, and how to benefit from updated exclusions and deductions.