Jong Lee on Patterns and Habit, via Parable

habit

Last week I wrote about worry, and this week … well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can you relate? You see, I’m a creature of habit, and … Read More

Jong LeeJong Lee on Patterns and Habit, via Parable

How to Stop Worrying by Jong Lee

stop worrying

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren’t nearly as stable as they once were. And to top it all off, Batman … Read More

Jong LeeHow to Stop Worrying by Jong Lee

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Oakland

What is Estate Planning

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it’s tempting to just go numb. It feels like survival, during these crazy times. But I’m fighting to care, and not just tune EVERYTHING out. There is great wisdom in keeping our … Read More

Jong LeeWhat Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Oakland

Millennials In The Oakland Workplace

Millennials In The Workplace

Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer … and maybe that’s because the task of memorializing itself seems not to be enough. I’m reminded … Read More

Jong LeeMillennials In The Oakland Workplace

Lee’s Guide To Keeping Financial Records

financial records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it all. Whomever you voted for, whatever your political persuasion (and I’m making a … Read More

Jong LeeLee’s Guide To Keeping Financial Records

Dreaming Big Must Come Before Financial Planning by Jong Lee

Financial Plan

You’d probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial resources … but who are bored, tired and a … Read More

Jong LeeDreaming Big Must Come Before Financial Planning by Jong Lee

How To Buy Happiness In Oakland

Buy Happiness

Not a huge amount of “tax news” these days … we’re watching Congressional movement on tax reform, Obamacare, etc. but right now, it’s all mostly just talk. But that’s politics, I suppose. Which is a good argument for not diving too deeply into it. Now … moving to things far more immediately relevant: I’ve written before about the surprising disconnect … Read More

Jong LeeHow To Buy Happiness In Oakland

Jong Lee’s Three Ways To Live Out Your Retirement Lifestyle In Advance

Retirement Lifestyle

First off, now that May is upon us, we’re moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with Oakland businesses and other individuals with year-round concerns, and other such things. Many … Read More

Jong LeeJong Lee’s Three Ways To Live Out Your Retirement Lifestyle In Advance

Tax Freedom Day And Amended Tax Returns For Oakland Taxpayers

amended tax return

When I say, “3.5 months of labor,” I’m not actually referring to the work we do here in our Oakland tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I’m referring to one of the big dates we mark every year … Read More

Jong LeeTax Freedom Day And Amended Tax Returns For Oakland Taxpayers

A Tax Day Thank You From Jong Lee

Tax Day

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today said: April 17. (If any of the above sounded slightly poetic, that’s the coffee talking; I’m a Oakland tax accountant, after all.) Yes, today is an extremely busy day for us here at Team Lee — it’s the … Read More

Jong LeeA Tax Day Thank You From Jong Lee