DJE Advisors LLC

05/13/2026

The U.S. penny is being phased out. Learn how rounding, pricing strategy, and payment trends could impact your business—and what to do now.

05/12/2026

If you invested in a Qualified Opportunity Fund (QOF) using deferred capital gains, pay attention: the law requires that deferred gains be included in income no later than December 31, 2026. That deadline is real, unavoidable unless Congress or the IRS provides relief, and it can mean a large, unexpected tax bill even if your fund hasn’t paid you a dime.

Deferred gains invested in Qualified Opportunity Funds generally become taxable by December 31, 2026. Learn what investors should do now to prepare.

05/11/2026

Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.

05/08/2026

A former NBA executive was sentenced for embezzling millions. Here’s what the case reveals about internal controls and business risk.

05/07/2026

The Real Estate Professional designation is coveted among property owners due to its potential to significantly reduce how passive activity losses are taxed.

05/06/2026

Struggling with slow-paying clients? Learn how to protect your cash flow, improve collections, and get paid faster with smarter payment terms and systems.

05/05/2026

Early 2025 tax return data shows strong use of new middle-class tax breaks and higher refunds, but many eligible taxpayers still missed benefits, especially for tips and overtime. Read more.

Millions claimed new OBBBA tax breaks, but some may have missed out. Learn what changed and whether you should amend your 2025 return.

05/04/2026

Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.

05/01/2026

New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.

05/01/2026

Most business owners track revenue—but miss the numbers that actually matter. Learn the 3 key metrics to monitor monthly to improve cash flow, profitability, and growth.

Most business owners track revenue but miss what matters. Learn 3 key metrics to monitor monthly to improve cash flow, profitability, and growth.

04/30/2026

Waiting on your tax refund? Learn why delays happen, what a CP53E notice means, and the steps you can take now to track and resolve your refund.

Is your tax refund delayed? Learn common causes, including CP53E notices, and the steps to take to resolve issues and track your refund.