Research and insights

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

Page 329 of 352 · 7038 published records

• Compliance with the No Surprises Act: QPA Indexing for 2026 and What Employers Must Do — New guidance in Notice 2025-65 updates how the Qualifying Payment Amount (QPA) will be indexed in 2026—fallout for employers and health plans under the No Surprises Act.
• Maximizing Your 2025 Deductions: Strategies for Tax Planning Under the One, Big, Beautiful Bill — Explore key planning moves to reduce taxable income this year, optimize available credits, and anticipate changes for 2026 under the One, Big, Beautiful Bill.
• Case Study: Digital Nomad and Foreign Earned Income Exclusion under New Inflation Adjustments — As inflation adjustments under OBBB increase thresholds, this case study explores how a digital nomad can leverage the Foreign Earned Income Exclusion in 2026 and what to watch for in 2025.
• Compliance Guide: Reporting Requirements for Clean Vehicle, Energy Credits & Thoughtful Deadlines — With many energy and clean vehicle credits expiring soon under the new law, this guide walks through what you must report and what to do to stay compliant through these transitions.
• Tax Planning Strategies Under the One, Big, Beautiful Bill: Tips, Overtime & Car Loan Interest — New deductions under the One, Big, Beautiful Bill open up tax planning opportunities for those who earn cash tips, overtime, or have car loans. Learn how to maximize them before transitional provisions end.
• Compliance Essentials: Navigating Tax Penalties and Interest in Australia — Understand recent changes to penalties, interest charges, and compliance mechanisms to avoid surprises and stay on the right side of the ATO.
• Entity Setup: Choosing the Right Structure for Your Australian Startup — Choosing between a sole trader, partnership, company, or trust can affect your taxes, liability, and growth—this article lays out pros, cons, and practical tips for startups.
• Tax Planning Strategies for Digital Nomads in Australia — Explore how digital nomads can optimise their tax situation in Australia—covering residency rules, deductions, and structuring income for lower liability.
• Digital Nomads & IRS: What the OBBB Means for Your Remote Income — If you're earning income remotely while traveling or living abroad, the One Big Beautiful Bill impacts thresholds, reporting, and deductions—know them to protect your global income.
• What Small Businesses Need to Know: Reporting Requirements & Penalty Relief in 2025 — New reporting rules under OBBB bring complexity in 2025—with the IRS offering penalty relief—but you’ll need systems to comply starting 2026.
• Maximizing Your Tax Savings Under the New 2026 Inflation Adjustments — With the One Big Beautiful Bill in place, 2026 brings significant changes to deductions, tax brackets, and standard deductions—here’s how to leverage them.
• Compliance Insights: Preparing for IRS Rule Changes in the 2025 Filing Season — With new reporting thresholds and reliefs, U.S. taxpayers & preparers must adapt fast to changes including 1099-K limits, PTIN renewals, and One, Big, Beautiful Bill reporting requirements.
• Entity Setup Essentials: Choosing the Right Business Vehicle for Global Ventures — Creating a business abroad? Choose the right structure early to optimize tax liability, protect your assets, and ease cross-border operations.
• Digital Nomad Tax Strategies: Navigating Global Residency Rules Without Surprises — As remote work continues to rise, digital nomads must understand how residency rules in different countries impact their global tax obligations—stay compliant and avoid double taxation.
• Entity Setup & Digital Nomad Edge: Using Foreign Earned Income Exclusion in Conflict Zones — For digital nomads and expatriates forced to leave foreign tax domiciles due to conflict, recent IRS waivers can help preserve foreign earned income exclusions—strategies to structure business & travel around these changes.
• Compliance Essentials: Penalty Relief and Reporting Relief Under OBBBBA in Transition Year 2025 — During the first implementation year of the One, Big, Beautiful Bill, the IRS is offering transition penalty relief—but only if taxpayers and payors comply with certain conditions. Here’s what you need to know.
• Navigating the One Big Beautiful Bill: Tax Planning Tips for Qualified Overtime, Tips & Car Loan Interest Deductions — The One Big Beautiful Bill has introduced new deductions for qualified tips, overtime pay, and passenger vehicle loan interest—this article breaks down how to plan ahead and maximize benefits under the new law.
• Digital Nomad Guide: Managing U.S. Tax Filing with Remote Work Abroad — Essential tips for U.S. expats working remotely—how to handle self-employment income, foreign earned income exclusions, and treaty benefits.
• IRS Grants Penalty Relief for 2025 IRS Reporting on Tips & Overtime Under OBBB Act — New guidance offers relief for employers and payors facing obligations under recent law—what you need to know to avoid penalties.
• Maximize Your Retirement Savings: 401(k) and IRA Contribution Limits for 2026 — Learn the new contribution limits and explore smart strategies to leverage 2026’s higher thresholds for retirement account savings.