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5 Estate Planning Strategies for Oakland Taxpayers in 2024
Here at the beginning of 2024 (okay, a month in) as you consider this year’s goals, might I posi...
Jong Lee’s Top 2024 Financial Strategies
The official tax season start date has landed—JANUARY 29th. That’s next week. This is your cue t...
Tax Appointment Musts for Oakland Clients
Playoff season in the NFL is always action-packed. Add crazy weather and things get even more intere...
The Impact of AI in Personal Finance for Everyday Oakland People
We’re still waiting for the IRS to declare open season for filing. But even though we don’t know...
2024 Tax Credits & Deductions for Oakland Taxpayers
Before I get you thinking about the new year and being tax savvy in it, let’s first address the 20...
Updated Per Diem Rates for Oakland Business Travelers
When the holidays straddle the weekends into Monday, regular routines can be a little choppy. Feels ...
The Lee Accountancy Group’s 5 Online Security Tips to Protect Your Information
Less than a week until Christmas. You might be like me, always planning on shopping early but still ...
Viability of Health Savings Accounts for Oakland Earners
I know the end of the year is pretty filled up, so you’re usually not thinking about tax season. B...
5 Year End Tax Strategies for Oakland Taxpayers
As a parent, you know that having kids ain’t cheap. Shelling out for Christmas gifts serves as ano...
How the 1099K Delay Affects Oakland Taxpayers
Coming out of the Thanksgiving fog yet? I think there are still a few leftovers in my fridge from Th...
Thanksgiving Cues for Every Oakland Person
I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to s...
Jong Lee’s Guide to Divorce and Taxes
We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS re...