Research and insights

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

Page 326 of 352 · 7038 published records

• Ensuring Digital Nomad Compliance While US Non-Residents File Taxes — Digital nomads who spend time in the US must navigate complex filing rules—understanding Dual Status, treaty benefits, and new guidance on third-party reporting can avoid costly mistakes.
• How U.S. Tax Inflation Adjustments in 2026 Affect Your Planning — Annual inflation adjustments under the One, Big, Beautiful Bill are raising thresholds in 2026 that could shift your tax bracket, deductions, and reporting requirements—timing your planning just right matters.
• Planning for Digital Nomads: Tax Residency After the UK’s Non-Dom Regime Changes — With the UK replacing its non-dom system starting April 2025, digital nomads and international professionals need new strategies to manage their foreign income and stay compliant.
• IRS Penalty Relief under the One, Big, Beautiful Bill: What Employers Must Know — Employers face new reporting rules for tips and overtime—here’s what relief applies in 2025 and how to comply amid evolving requirements.
• Living and Working Abroad? Digital Nomads and Tax Home Rules After Sec. 911 Changes — New Revenue Procedure expands options for Foreign Earned Income Exclusion waivers for war-affected countries. Here’s what digital nomads and expats abroad need to know to protect their tax status.
• Ensuring Compliance in Reporting Under the One Big Beautiful Bill: What Tax Pros Must Know — With new reporting rules under the One Big Beautiful Bill—tips, overtime, 1099-K, car interest—tax professionals face fresh compliance duties. Navigate the legal and procedural landscape to avoid penalties.
• Maximizing Tax Benefits Under the One Big Beautiful Bill: Planning Tips for Everyday Americans — The One Big Beautiful Bill introduces sweeping tax changes—higher standard deductions, new deductions for seniors, tips, overtime, and car interest. Here's how to make these changes work in your favor.
• Digital Nomad Essentials: Foreign Earned Income Exclusion & Housing Cost Waivers for War-Affected Countries — For US citizens abroad in war-affected regions, the IRS has widened waivers to exclude foreign earned income even with interrupted residency—critical updates for digital nomads navigating tax homes overseas.
• Compliance Spotlight: Navigating the Gross Proceeds Reporting Rule Rollback — Congress disapproved a rule that would have required brokers to report gross proceeds from digital asset sales—but compliance obligations still evolve, and tax professionals need clarity.
• Tax Planning for Digital Assets: How to Prepare for Broker Reporting in 2025 — New U.S. regulations require brokers to report digital asset transactions, including gross proceeds starting January 1, 2025 — here’s how investors can stay ahead and manage compliance risks.
• Gig Workers & Digital Nomads: Navigating the Form 1099-K Threshold Change — With the dollar threshold for Form 1099-K filing reinstated at $20,000 (and 200 transactions), digital nomads and gig economy earners need to adapt both recordkeeping and tax strategy.
• No Surprises Act 2026 Update: What Cost Sharing Means for You — New indexing factors under the No Surprises Act change how much cost-sharing consumers may pay for out-of-network medical services beginning January 1, 2026—understand your rights.
• Maximizing Retirement Savings Amid 2026 Contribution Limit Increases — With the IRS raising 2026 limits for 401(k), IRA, and catch-up contributions, savers have fresh opportunities to supercharge their retirement strategy—don’t leave free money on the table.
• Entity Setup Case Study: Choosing Canadian CCPCs under Enhanced SR&ED Investment Tax Credits — Canada’s updated tax credit rules for SR&ED make choosing the correct Canadian-controlled private corporation (CCPC) classification more valuable than ever for companies investing in R&D.
• Compliance Imperatives: US IRS Inflation Adjustments for 2026 Tax Provisions — From standard deduction hikes to changes in child tax and research credits, inflation adjustments will alter compliance and planning for US taxpayers in tax year 2026.
• Tax Planning for Digital Nomads Under the UK’s New Foreign Income & Gains Regime — With the UK scrapping the remittance basis and introducing a four-year foreign income and gains scheme, digital nomads face new choices—and opportunities—for structuring their tax obligations.
• Digital Nomads & Entity Setup: US Tax Considerations When Setting Up a Foreign LLC — Essential guidance for Americans working abroad considering forming a foreign LLC: residency, treaty benefits, reporting, and entity structure strategies.
• Compliance Essentials: Penalty Relief & Employer Duties Amid OBBB’s Tip and Overtime Reporting Rules — An urgent guide for employers to understand their compliance obligations under OBBB and how penalty relief works during the 2025 transition.
• Optimizing Tax Planning Under the One, Big, Beautiful Bill: Tips for Individuals and Employers — Strategic insights on tax planning in light of new withholding & reporting changes under the OBBB Act to minimize liabilities and avoid penalties.
• Digital Nomads and Non-US Domiciled Individuals: UK’s New Residence-Based Regime Explained — From 6 April 2025, the UK has overhauled its treatment of non-UK domiciled individuals with a new residence-based tax regime—what nomads need to know to stay ahead.