Research and insights

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

Page 325 of 352 · 7038 published records

• Mastering the New 1099-K Thresholds: What Businesses & Gig Workers Must Know — Effective now under the One, Big, Beautiful Bill, the 1099-K filing thresholds have reverted—this article explains how to stay compliant and avoid surprises in reporting thresholds for payment platforms.
• Opportunity Zones in Rural America: Maximizing Tax Benefits Under New Rules — Recent IRS guidance under the One, Big, Beautiful Bill expands Opportunity Zone incentives for rural areas—learn how businesses and investors now face reduced improvement thresholds and gain new definitions that unlock benefits.
• Form 1099-K’s Restored Threshold: What Self-Employed & Gig Workers Need to Know — The One, Big, Beautiful Bill has reset the Former 1099-K reporting threshold to $20,000 & 200 transactions—how that impacts your income reporting and bookkeeping obligations.
• Maximizing 2026 Retirement Contribution Limits: Strategy & Savvy Planning — With increases to 401(k) and IRA contribution limits for the 2026 tax year, individuals have fresh opportunities to boost savings—here’s how to strategize before year-end winds down.
• Preparing for Changes to Common Reporting Standard: What Financial Institutions Must Do — Draft amendments to Canada’s reporting requirements under the Common Reporting Standard are open for consultation—this guide helps financial institutions plan for new schema and expanded reporting.
• Non-Taxability of Carbon Rebates: What Small Businesses Need to Know — New draft legislation proposes that Canada’s carbon fuel rebates to small businesses be fully tax-free from 2019-2025—this is major for corporations that have included these in income already.
• How Canada’s New Middle-Class Tax Cut Impacts You: Practical Insights — The federal government has lowered the lowest personal income tax rate from 15% to 14% effective July 1, 2025—find out who benefits, how much you’ll save, and what you need to do to make sure you don’t miss out.
• Entity Setup Case Study: Using FIG regime to Plan Trust Distributions — A case study exploring how a non-UK domiciled individual might plan trust distributions under the UK’s new tax regime to avoid adverse arising basis tax after FIG ends.
• Compliance in the UK: HMRC Strengthens Powers Against Advisers Facilitating Non-Compliance — HMRC is introducing tougher rules for tax advisers who facilitate non-compliance, effective April 1, 2026. Here's what firms and practitioners must know to stay compliant.
• Tax Planning Tips for Digital Nomads under the UK’s New Residence-Based Regime — The UK’s repeal of the remittance basis from April 6, 2025 introduces a 4-year foreign income and gains (FIG) regime that digital nomads need to understand. Learn how to plan your tax affairs before and after relocation to maximise savings.
• Case Study: Foreign Earned Income Exclusion Changes & Digital Nomad Budgeting — With FEIE rising for tax year 2026, digital nomads must revisit their income strategies to maximize benefit and avoid surprise tax bills.
• Compliance Alert: New Reporting & Relief Rules for Car Loan Interest under the One, Big, Beautiful Bill — The IRS issued transitional guidance for lenders and withholding penalties under Section 6050AA—learn what to do now to stay compliant and avoid fines.
• Digital Nomads & Global Workers: Navigating Foreign Income Under UK Non-Dom Reforms — UK’s removal of domicile status means digital nomads face major shifts in foreign income taxation. Here’s how those living remotely can adapt under the new residence-based regime.
• Compliance Pitfalls Under OBBB: Staying Secure from Penalties — With the One, Big, Beautiful Bill now in place, businesses and individuals face new compliance duties. Here are common error zones and how to steer clear to avoid penalties.
• Digital Nomads and the Foreign Earned Income Exclusion After OBBB Adjustments — Changes to the Foreign Earned Income Exclusion and housing expense limits under recent IRS inflation‐adjustments affect digital nomads—here’s how to leverage them properly.
• Compliance Guide for Car Loan Interest Reporting Under OBBB — New reporting obligations under section 6050AA require lenders to collect, report, and share interest information on passenger vehicle loans made after December 31, 2024. Here's how to comply.
• Tax Planning in Light of OBBB & Anticipated 2026 Inflation Adjustments — With key inflation-driven changes from the One, Big, Beautiful Bill now in effect, strategic planning can help taxpayers minimize liabilities under the upcoming 2026 tax regime.
• Navigating One, Big, Beautiful Bill: Compliance Updates for Employers — The OBBB brings updated reporting requirements and enforcement for employers—what’s new for tipping, overtime, Form 1099-K, and how to stay compliant.
• How the 2026 Inflation Adjustments Affect Your Tax Planning — With IRS releasing new inflation‐adjusted tax provisions for 2026 under the One, Big, Beautiful Bill, individual and business taxpayers need to revise withholding, investment, and retirement strategies now.
• Entity Setup Strategy: Using U.S. Compliance Mechanisms to Limit Exposure — Setting up the right entity—LLC, S-Corp, or Partnership—and aligning with IRS compliance programs can unlock tax savings and minimize audits for cross-border or remote-operated businesses.