Research and insights

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

Page 327 of 352 · 7038 published records

• Ensuring Compliance in the Era of the OBBB: Key Actions for U.S. Businesses — With recent legislative changes like the One, Big, Beautiful Bill, U.S. businesses must update practices to avoid penalties and maintain compliance.
• Planning for 2026: How Inflation Adjustments Under the One, Big, Beautiful Bill Affect Individual Tax Strategy — The One, Big, Beautiful Bill brings sweeping inflation-adjusted changes for tax year 2026—here’s how individual taxpayers can adapt their planning.
• Tax Planning for Digital Nomads: Foreign Earned Income Exclusion & Upcoming Limits — Digital nomads, pay attention — the foreign earned income exclusion and standard deductions are increasing for 2026, offering tax savings opportunities you may not want to miss.
• Navigating One, Big, Beautiful Bill: New Compliance Reliefs & Reporting Duties — Recent IRS guidance under the One, Big, Beautiful Bill gives relief and clarity on reporting requirements — crucial for businesses and payers.
• Maximizing 401(k) and IRA Contributions in 2026: What You Need to Know — New limits for retirement contributions kick in for 2026 — learn how to adjust your strategy, who benefits most, and what to watch out for.
• Understanding Indexing Factors for Surprise Billing: What Group Health Plans Must Know — With updated QPA indexing factors under the No Surprises Act for 2026, group health plans need precise action plans to avoid surprise billing snafus.
• Navigating New Penalty Relief for Remittance Transfer Providers Under OBBB — A key change under the One, Big, Beautiful Bill grants remittance transfer providers leeway on penalties for 2026 — and understanding it now can help avoid compliance missteps.
• How Inflation Adjustments for Tax Year 2026 Affect Everyday Tax Planning — Annual inflation adjustments just released by the IRS under the One, Big, Beautiful Bill deliver big changes — raising deductions, credits and bracket thresholds for 2026. Here's how to plan now.
• Case Study: Structuring Your Entity for U.S. Investors in Qualified Opportunity Zones — A real-world example of entity setup in the U.S. to take advantage of Opportunity Zone incentives—how choice of entity, improvements, and location drive returns.
• Staying Compliant as a Digital Nomad: U.S. Rules You Can’t Afford to Ignore in 2025 — For globe-trotting freelancers and remote workers, this article outlines critical U.S. compliance requirements—from tax residency to 1099-K changes—that will impact your filings.
• Compliance Essentials When Paper Checks for Refunds Are Phased Out — Starting September 30, 2025, IRS will stop issuing paper checks for tax refunds. Here's what taxpayers need to do to ensure smooth refunds and avoid delays.
• Digital Nomads and U.S. Tax Law: What You Need to Know for 2025 — As the U.S. updates tax thresholds and foreign income rules under recent legislation, digital nomads must adapt. Here's what changed and how to stay compliant while maximizing benefits.
• Maximizing Tax Benefits in Rural Opportunity Zones Under the One, Big, Beautiful Bill — Recent IRS guidance offers enhanced tax treatment for investments in rural Qualified Opportunity Zones—discover how reduced thresholds and broader definitions can boost your tax savings.
• Entity Setup: Choosing Structures for Clean Building Incentives — Commercial real estate developers and investors: with OBBB’s new deductions for energy efficient buildings, certain entity structures unlock bigger benefits—this article guides you through structuring for maximum tax efficiency.
• Steps for Digital Nomads: U.S. Tax Residency After OBBB Changes — For digital nomads earning income from multiple countries, recent U.S. inflation adjustments and new thresholds under the One, Big, Beautiful Bill create both challenges and opportunities in maintaining tax residency—and minimizing double taxation.
• Maximize Clean Energy Credits Before OBBB Expirations — With several U.S. energy tax incentives expiring under the One, Big, Beautiful Bill, your window to plan purchases, eligibility, and deductions is closing—this article walks you through what to watch and how to act now.
• Entity Setup and Compliance: Navigating Draft PAYG Withholding Variations in Australia — Recent ATO draft instruments clarify withholding obligations for insurance, compensation payments, and payments to directors, altering compliance burdens for entities and individuals alike.
• Digital Nomad Essentials: Understanding Rental Income Data-Matching in Australia — Australia’s ATO is ramping up data-matching for rental income, meaning digital nomads need to be proactive in reporting all property income to avoid surprises.
• Digital Nomads & US Tax Filing: Key Compliance Measures Moving into 2026 — For Americans working abroad or as remote freelancers, 2025-2026 bring updates—tax-rate inflation adjustments, changes under OBBB, and specific deadlines to watch.
• Maximizing Retirement Savings: 2026 401(k) & IRA Contribution Increase — Big news for savers—the IRS has raised contribution limits for 401(k)s and IRAs in 2026, offering a chance to save more pre-tax while reducing taxable income.