DJE Advisors LLC

08/13/2026

The European Union is proposing to simplify parts of its tax system to reduce costs, but the changes could create new opportunities for global tax avoidance.

08/13/2026

Medicaid waiver payments can create unusual tax issues because they sit at the intersection of health care, social services, and the tax code. For many caregivers, these payments are not just compensation for providing daily care; they can also affect eligibility for the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC).

Learn how Medicaid waiver payments are taxed, when they may be excluded from income, and how they can affect the EITC and Additional Child Tax Credit.

08/11/2026

Learn how cryptocurrency is taxed, including selling, spending, mining, staking, crypto payments, charitable donations, capital gains, and IRS reporting.

Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.

08/10/2026

If you have to repay income that you previously reported and paid taxes on, you may qualify for some tax relief in the repayment year called "Claim of Right." Watch this video for details.

08/07/2026

Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning

Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.

08/06/2026

Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more. Here's what to know before you shop.

Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.

08/05/2026

The IRS is updating its Voluntary Disclosure Program for cryptocurrency. Learn what it means if you have unreported crypto transactions.

The IRS is updating its Voluntary Disclosure Program for crypto. Learn what it means if you have unreported cryptocurrency transactions.

08/04/2026

Business succession planning is the process of preparing for the future transfer of a business so that the company can continue operating smoothly while also meeting the owner’s personal, family, and financial goals.

Plan your business succession with confidence. Learn how taxes, ownership, buy-sell agreements, and continuity planning protect your business and legacy.

08/03/2026

U.S. citizens and resident aliens living abroad may qualify to exclude foreign earned income and claim foreign housing exclusions or deductions. Learn more in this week's Video Tips.

07/29/2026

Thinking about buying business equipment? Learn why tax planning before you purchase can improve cash flow, financing, and long-term results.