5 Tips on How to Become Wealthy in Oakland

How to become wealthy

As we continue to keep our eyes on what’s happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of “tax reform” around here: Tax planning with our smartest Oakland clients. Because something that is a commonality among our wisest clients is that they get AHEAD of the game with their taxes, and don’t let … Read More

Jong Lee5 Tips on How to Become Wealthy in Oakland

Four Simple Steps To Increase Productivity In Oakland

Increase Productivity

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to “move on” from the remembrance of such things, our nation continues along with the arguments and concerns of the day. Specifically, the recently-released House GOP tax reform legislation is … Read More

Jong LeeFour Simple Steps To Increase Productivity In Oakland

Lee’s 5 Retirement Money Mistakes You Can Avoid Ahead of Time

Retirement Money

We’re turning the corner into November this week, which means that 2017 is close to being over. And based on what I’ve heard from more than a few of my Oakland clients, turning the corner into 2018 is going to be a welcome event. It’s been a rough year for the nation, and for some people who are close “friends … Read More

Jong LeeLee’s 5 Retirement Money Mistakes You Can Avoid Ahead of Time

9 Key Questions for Your 2017 Taxes by Jong Lee

2017 taxes

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and questions about the Equifax information I shared, and I should clarify that while I’m … Read More

Jong Lee9 Key Questions for Your 2017 Taxes by Jong Lee

A Credit Freeze How-To, and Why Jong Lee Recommends It Now

credit freeze

I hope you’re well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed properly. So, it’s a busy week for us in our Oakland offices … Read More

Jong LeeA Credit Freeze How-To, and Why Jong Lee Recommends It Now

Should You Set Up A Trust? 5 Questions For Oakland Families

set up a trust

We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down from the sky. Words cannot describe. Our hearts are with you, … Read More

Jong LeeShould You Set Up A Trust? 5 Questions For Oakland Families

Tax Planning Strategies For Oakland Individuals and Families

tax planning strategies

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that’s exactly what we do with our Oakland clients — at least with those who are smart enough to take us up on it — we PLAN for the upcoming tax season so there are no nasty surprises … Read More

Jong LeeTax Planning Strategies For Oakland Individuals and Families

Jong Lee’s 2017 Tax Planning Guide

2017 tax planning

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact, there have even been Halloween decorations popping … Read More

Jong LeeJong Lee’s 2017 Tax Planning Guide

Hurricanes, Tax Deadlines in Oakland and Data Breaches

Data Breach

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm that is the 7th-worst such storm ever to hit the mainland … Read More

Jong LeeHurricanes, Tax Deadlines in Oakland and Data Breaches

Should Oakland Parents Sacrifice Their Retirement for Their Children’s College Debt?

College Debt

As Houston continues to recover from the devastation of Harvey, if you’ve been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards Houston, here is another short roundup of humans doing wonderful things: An armada of private boats headed … Read More

Jong LeeShould Oakland Parents Sacrifice Their Retirement for Their Children’s College Debt?