DJE Advisors LLC

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.

Could Simpler Tax Rules Lead to More Tax Avoidance?

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).

Medicaid Waiver Payments: Tax Rules for Caregivers 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.

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

Cryptocurrency and Taxes: What Taxpayers Need to Know Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.

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

Treasury Flags Tax-Aware Investment Strategies: What Wealthy Treasury is reviewing sophisticated tax-aware investment strategies. Learn what high-net-worth investors should know before implementing complex tax planning.

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.

2026 Back-to-School Sales Tax Holidays by State Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.

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

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

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.

Business Succession Planning: Protect Your Business & Legacy Plan your business succession with confidence. Learn how taxes, ownership, buy-sell agreements, and continuity planning protect your business and legacy.

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

Before You Buy Equipment, Talk to Your Tax Advisor