Lee’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

give charitably

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to come for 2018. I’ll do … Read More

Jong LeeLee’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

Get Lower Taxes: 4 Last-Minute Tax Moves For Oakland Taxpayers

lower taxes

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well … perhaps that’s an exaggeration. Most of us don’t take our cues from DC! Either way, this season marking the end of 2017 will be particularly bright — but I will … Read More

Jong LeeGet Lower Taxes: 4 Last-Minute Tax Moves For Oakland Taxpayers

2017’s Been Hard For Our Nation, Can We Still Give Thanks in Oakland?

give thanks

Here we are, suddenly finding ourselves in the week that we have set aside as a nation for the giving of thanks. 2017 seems to have been a difficult year for many to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. But, as I like to do, I’ll remind … Read More

Jong Lee2017’s Been Hard For Our Nation, Can We Still Give Thanks in Oakland?

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