Research and insights

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

Page 324 of 352 · 7038 published records

• Planning for 2026: Retirement Contributions, Inflation Adjustments & Marginal Rate Changes — With tax year 2026 approaching, key cost-of-living adjustments and rate changes could affect retirement-savvy individuals—see where you might want to act early.
• Staying Compliant with One, Big, Beautiful Bill: Understanding 1099-K Changes & ERC Limitations — With recent IRS FAQs and fact sheets, key changes to Form 1099-K thresholds and Employee Retention Credit refunds are clarified—know what to report and when you’ll miss eligibility.
• How to Maximize Savings under the One, Big, Beautiful Bill’s New Car-Loan Interest Deduction — Discover how the One, Big, Beautiful Bill introduces a deduction for car loan interest on qualified passenger vehicles—and learn practical steps to benefit.
• Compliance in Focus: What Small Businesses Must Prioritize Under Australia’s New Penalty and Interest Regimes — Penalties and interest regimes are tightening. Small businesses need to act now — here's what compliance changes are in play, and step-by-step guidance to avoid unexpected fines.
• Entity Setup & International Structures Under Australia’s New Thin Capitalisation Rules — Australia’s updated thin capitalisation and related international tax measures are transforming how multinational and wealthy private groups must structure debt and deductions — guidance on structure, compliance, and examples inside.
• How Australia’s Interest Deductibility Changes from July 2025 Affect Your Tax Planning — From 1 July 2025, interest charged by the ATO for general interest charges (GIC) is no longer tax deductible—here’s how that may impact individuals and businesses, with practical planning steps to mitigate negative outcomes.
• Understanding IRS Interest Rates Through the Turn of the Year — Interest rates for overpayments, underpayments, and large corporate underpayments will stay the same heading into 2026. Knowing these can affect your decision-making for tax payments, refunds, and timing transactions.
• Navigating Penalty Relief for New Reporting Rules Under OBBB — The One, Big, Beautiful Bill (OBBB) introduced new information reporting requirements for tips and overtime—but for 2025, employers get a transition relief period. Here’s how to comply without risk.
• Maximizing Retirement Savings: Key Contribution Limit Increases for 2026 — Significant adjustments to 2026 contribution limits for 401(k), IRA, and SIMPLE plans provide an opportunity to boost retirement savings stealthily—all while staying compliant with the One, Big, Beautiful Bill provisions.
• Digital Nomads & U.S. Tax Code: What Remote Isn’t Necessarily Tax-Free — Remote work from abroad? Even without U.S. residency, many digital nomads must reckon with U.S. filing obligations. Learn what to report and how to benefit legally.
• Compliance Essentials: How the IRS is Enforcing New Reporting & Penalty Relief Provisions in 2025 — New reporting requirements and transitional penalty relief from the IRS mean 2025 is a compliance puzzle—here’s how to get ahead and avoid fines.
• Maximize Your 2025 Tax Benefits: Understanding Key Deductions from the One, Big, Beautiful Bill — Your 2025 tax return could look very different under the One, Big, Beautiful Bill. Learn which new deductions and inflation adjustments could save you money.
• Case Study: How a Digital Nomad Should Prepare for Australia’s Tax Regime in the Wake of 2025 Budget Changes — If you’re a digital nomad or remote worker connected to Australia, learn how the recent federal budget changes reshape your tax obligations—and how to stay ahead without surprises.
• Compliance Red Flags: Navigating ATO Scrutiny & Reporting Updates for Foreign Residents and Large Disposals — Foreign residency and the disposal of high-value assets are under the spotlight—stay compliant by understanding new CGT rules, reporting obligations, and timing changes.
• Tax Planning for Superannuation: How to Safeguard Your Retirement Savings Post-2025 Reforms — Australia’s superannuation system has undergone major tax reforms affecting high-balance accounts and low-income earners—discover how to adjust your strategy for optimal outcomes.
• Form 1099-K Thresholds Reverted: What Digital Nomads Should Know — The 2025 One, Big, Beautiful Bill law reverts the 1099-K income reporting threshold back to the standard used before under $20,000 and 200 transactions—potentially affecting digital nomads who transact globally.
• Navigating the Phase-Out of Paper Refund Checks: IRS’s Shift to Digital — Starting September 30, 2025, paper tax refund checks for individuals will be largely phased out under Executive Order 14247, transitioning refunds toward electronic payments to enhance security and speed.
• Mastering 2025–2026 Tax Inflation Adjustments: What Every U.S. Taxpayer Should Know — Every year, inflation adjustments reshape key tax thresholds—from standard deductions to estate tax limits. The One, Big, Beautiful Bill makes many of these permanent and sets new 2026 amounts.
• Digital Nomad Tax Realities in 2026: Navigating Exclusions, Residency & Reporting — For nomads earning abroad, 2026 brings shifts in exclusions, thresholds and international reporting—all of which can reshape decisions on where and how to work globally.
• Planning Ahead with Tax Year 2026 Inflation Adjustments: Strategy Tips for Individuals and Business Owners — With the IRS issuing updated tax thresholds and credits for 2026 under OBBB, this article helps you align your financial and tax planning to make the most of the changes.