4 Key Year-End Tax Strategies With Tax Reform In Mind For Oakland Taxpayers

tax strategies

We’re in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however … well, let’s just say that we don’t often get a “normal” holiday season, and this year is even more intense as we process all … Read More

Jong Lee4 Key Year-End Tax Strategies With Tax Reform In Mind For Oakland Taxpayers

2018 Tax Reform Update And A Holiday Prayer from Jong

holiday prayer

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should point out to you, since I mentioned it last … Read More

Jong Lee2018 Tax Reform Update And A Holiday Prayer from Jong

Conventional Financial Advice May Not Always Be Best by Jong Lee

financial advice

Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it is correct by my reckoning. … Read More

Jong LeeConventional Financial Advice May Not Always Be Best by Jong Lee

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