Research and insights

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

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• Entity Structuring for Digital Nomads under the New Tax Landscape — With OBBB changes and higher deductions, digital nomads can structure their income and entity registration to optimize savings and compliance across the U.S. and overseas.
• Compliance Alerts: 1099-K Thresholds and Car Loan Reporting Requirements — To stay compliant under recent IRS rules, understand when to file Form 1099-K and when lenders must report interest received under OBBB—with new relief and deadlines in play.
• Maximizing Deductions Under the OBBB: Car Loan Interest & Standard Deduction Changes — Learn how recent changes under the One, Big, Beautiful Bill affect car loan interest deductions and inflation-adjusted standard deductions for 2025-2026—and how to use them to your advantage.
• IRS Rules on Resolutions in Tax Disputes: What Taxpayers Need to Know — Recent final IRS regulations redefine how & when the Office of Appeals steps in on tax controversies—vital for anyone facing audits or disputes.
• Using Final Regulations & Transitional Relief to Master Digital Asset Reporting — IRS final regs and notices offer relief and clarity for taxpayers and brokers on digital asset reporting—learn how to stay compliant without penalties.
• Navigating the New Classification Rules for Digital & Cloud Transactions — Recent final IRS regs clarify how digital content and cloud transactions are classified for international tax purposes—essential knowledge for businesses operating online.
• Case Study: Digital Nomads & UK Self Assessment Penalties — Operating remotely while earning income taxed under the UK Self Assessment system, digital nomads face new risks under penalties reform—this case study sets out exactly how to avoid costly surprises.
• Entity Setup in the UK: Choosing the Right Structure Under New Tax Reforms — Selecting the optimal business structure is more crucial than ever in light of recent UK tax reforms like changes to NICs, incentives for R&D, and greater HMRC scrutiny.
• Optimising UK Late Payment Penalties Post-Making Tax Digital Roll-Out — With HMRC’s increased penalties for late VAT and Income Tax Self Assessment payments now in force, businesses and individuals need to understand what's changed—and how to stay compliant.
• Case Study: Capital Gains Rate Changes—What Canadian Investors Need to Know — We examine recent proposed changes to Canada’s capital gains inclusion rate, how they affect investors and entrepreneurs, and strategic decisions during the lead-up to their implementation.
• Compliance Essentials for Digital Nomads: Navigating Non-Resident Tax Filing in Canada — For digital nomads working across borders, understanding Canada’s tax filing rules for non-residents and emigrants is crucial to stay compliant—and avoid surprises.
• How Canada’s New Personal Support Workers Tax Credit Transforms Tax Planning for Care Professionals — Discover how Canada’s Budget 2025 introduces a refundable tax credit for personal support workers—a vital change that can reshape tax planning and maximiz­ing income for those caring for our communities.
• Opportunity Zones in Rural Areas: A Case Study for Investors under OBBB — For investors exploring Qualified Opportunity Zones, the reduced improvement thresholds in rural areas under OBBB create real chances for value-added impact and tax advantages.
• Compliance Essentials for New Excise Rules Under the One, Big, Beautiful Bill — Businesses sending remittances or lenders dealing with vehicle loans face new excise tax deposit requirements and reporting obligations—this article helps you comply without missteps.
• Maximizing Tax Year 2026 Inflation Adjustments Under the One, Big, Beautiful Bill — With 2026 standard deductions, tax brackets, and credits just raised, savvy taxpayers can reshape planning strategies to reduce liabilities and enhance savings.
• Streamlining Self-Assessment: What Britain's Side Hustlers Need to Know — The UK raised the Self Assessment threshold for trading income to £3,000—relieving many side hustlers from returning forms while offering new reporting routes. Here’s how it works.
• Navigating Reforms for Non-UK Domiciled Individuals: What Digital Nomads and Expats Need to Know — From 6 April 2025, the UK removed domicile status in its tax system—replacing it with a residence-based regime. This article explains what that means in practice for non-UK domiciliaries travelling, working or investing from abroad.
• Planning for the UK’s Umbrella Company PAYE Liability Shift in 2026 — From 6 April 2026, businesses in labour supply chains using umbrella companies will face a major change: recruitment agencies or end clients will become liable for PAYE and NIC deductions. Here’s how to prepare.
• Compliance Alert: US IRS One, Big, Beautiful Bill & New Reporting Thresholds for Tax Year 2026 — Recent IRS announcements under the One, Big, Beautiful Bill (OBBB) introduce major compliance changes, including new Form 1099-K thresholds and inflation adjustments affecting a wide range of U.S. taxpayers.
• Tax Planning Under Canada’s Budget 2025: What Small Businesses & Investors Need to Know — Canada’s Budget 2025 introduces new deductions, tax reliefs and sunset of costly measures—critical for business owners and investors planning near-term decisions.