Research and insights

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

Page 321 of 352 · 7038 published records

• How to Maximize Credits & Deductions After the ‘One, Big, Beautiful Bill’: A Tax Planning Playbook — With inflation adjustments and new provisions under the One, Big, Beautiful Bill (OBBBA) now effective, many taxpayers can optimize deductions, credits and filing strategies through strategic planning.
• Planning Overseas Income with the $20,000/200-transaction Form 1099-K Threshold — Recent IRS guidance under the One, Big, Beautiful Bill restored the $20,000/200-transaction threshold for third-party payment reporting—critical for digital nomads, gig workers, and those receiving platform payments abroad.
• Entity Setup in 2026: Choosing Between S-Corp, Partnership or LLC Under New Inflation Thresholds — Understand how raised income and deduction thresholds under the OBBB affect your best entity choice in 2026—and what to consider when forming or converting your business entity.
• Digital Nomad's Guide: U.S. Deductions & Credits After OBBB — New laws create opportunities—and deadlines—for digital nomads to maximize deductions, especially for energy, vehicle, and international income tax treaty benefits.
• How the One, Big, Beautiful Bill Transforms Overtime & Tips: What Employers Must Do — Employers face sweeping new rules under the One, Big, Beautiful Bill (OBBB) regarding overtime & tips reporting—learn what you must change now to avoid penalties.
• Digital Nomad Tax Impacts from the Remittance Excise Under OBBB — A new 1% excise tax on remittances under the One, Big, Beautiful Bill creates unique considerations for digital nomads sending money home—know when it applies and how to plan.
• Complying with OBBB’s Tip and Overtime Reporting: Relief for Employers in 2025 — New reporting requirements under the One, Big, Beautiful Bill for tips and qualified overtime are softened by temporary penalty relief—but employers must still prepare for changes.
• Maximizing 2026 Retirement Savings: Leveraging Recent 401(k) & IRA Contribution Limit Increases — With the IRS raising 401(k) and IRA contribution limits for 2026, understanding how to adjust your savings strategy now can yield big tax benefits.
• Retirement Readiness: Making the Most of Higher Contribution Limits in 2026 — IRS increased contribution limits for retirement plans in 2026—raising 401(k) and IRA caps. Here’s how to optimize contributions, tax savings, and retirement planning under the new limits.
• Navigating Form 1099-K & Employee Retention Credit Rules: New FAQs Under OBBB — Under the One, Big, Beautiful Bill, the IRS issued updated FAQs covering changes to 1099-K thresholds and limitations on Employee Retention Credits—essential for gig workers and businesses with past ERC claims.
• Maximizing Your 2026 Tax Savings with OBBB Inflation Adjustments — The IRS’s 2025-103 announcement under the One, Big, Beautiful Bill (OBBB) brings major inflation adjustments for 2026—affecting standard deductions, tax brackets, credits, and more. Here’s how to plan now.
• IRS Inflation Adjustments for 2026: What U.S. Taxpayers Need to Know — From higher standard deductions to elevated AMT thresholds, the IRS announced inflation adjustments for over 60 tax items for Tax Year 2026—here’s what it really means for your tax planning.
• Navigating UK Non-Dom Reform: Residency, Foreign Income & Planning Strategies — The UK’s non-dom (non-domiciled) regime transforms in April 2025, moving to a residence-based regime that changes how foreign income and gains are taxed—this guide helps digital nomads, expats, and planners adapt.
• Maximizing Your U.S. Tax Deductions Under the One, Big, Beautiful Bill — Key deductions under the OBBB Act are changing for 2025 and beyond—learn how tips, overtime, and standard deductions are evolving and what that means for your paycheck and filing.
• Digital Nomads & Foreign Earned Income Exclusion: Key Changes and Moves You Should Know — For Americans working abroad, the foreign earned income exclusion continues to shift—plus relief for those displaced by adverse conditions. If you're a nomad, this is essential reading.
• Compliance Alert: Penalty Relief and Reporting Shifts Under the One, Big, Beautiful Bill for Tax Year 2025 — The OBBB brings new reporting duties for employers and businesses—but recent IRS announcements offer transitional penalty relief. Here’s what compliance now requires.
• Using Inflation Adjustments Strategically: How Tax Year 2026 Changes Impact Your Filing — IRS has released inflation‐adjusted amounts for tax year 2026 under the One, Big, Beautiful Bill—understanding these shifts can help you optimize deductions, credits, and withholding ahead of filing season.
• Entity Setup Case Study: Choosing the Right Structure for Your Global Freelance Business — Forming the optimal business entity abroad requires weighing liability, taxation, and reporting burdens—this case study breaks down five real structure types to help freelancers pick what aligns with their global footprint.
• Compliance Essentials: IR-2025-107 on 1099-K Threshold Reversion — The IRS has rolled back the controversial low reporting threshold for third-party settlement organizations—be clear when and how you need to report income under the old versus new rules.
• Navigating the 2026 IRS Inflation Adjustments: What Digital Nomads Should Know — As inflation-driven changes reshape U.S. tax thresholds in 2026, digital nomads must stay sharp—discover how these shifts impact foreign income, standard deductions, and reporting duties under the new law.