Dr. Jong Lee’s Tax Preparation Checklist

tax preparation

I shared my “resolutions” last week, and it was really nice to see the response, and to know that many of our Oakland clients are equally excited for the opportunity to put new legs to a new year … and to make 2017 (much) better than 2016. I remember seeing a study in the Journal of Personality and Social Psychology … Read More

Dr. Jong LeeDr. Jong Lee’s Tax Preparation Checklist

Dr. Jong Lee’s New Year’s Resolutions

New Year's Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just … daily life in Oakland. And, in my opinion, this coming week is actually crucial to how the rest of your year goes. Why? Because intentions … Read More

Dr. Jong LeeDr. Jong Lee’s New Year’s Resolutions

4 Last Minute Tax Savings Ideas For Oakland Taxpayers

tax savings

I woke up Monday morning, after the wonderful holiday weekend … and I had a realization: “After today, there are only FIVE days left in 2016.” Perhaps not a genius realization — fine. BUT, if you’re smart about how you handle these days, you can pay yourself quite well when tax time rolls around. The VERY good news is that … Read More

Dr. Jong Lee4 Last Minute Tax Savings Ideas For Oakland Taxpayers

Dr. Jong Lee’s Holiday Season Prayer

Holiday Season

I came in to the office this morning, and I noticed that traffic is already a little lighter around town. Many of us are still working, but I have plenty of friends who have already taken time away from work, starting today. Whatever your faith background, it’s hard to ignore the holiday clamor. In my opinion, it’s a crying shame … Read More

Dr. Jong LeeDr. Jong Lee’s Holiday Season Prayer

Fake News & Four Online Privacy Tips By Dr. Jong Lee

Fake News

There’s a lot of talk these days about fake news — which is interesting, because most of us have realized for quite some time that much of the news is glorified “PR” in the first place. But before I get there, here is some information that is NOT fake… A bunch of tax deadlines were just released to us by … Read More

Dr. Jong LeeFake News & Four Online Privacy Tips By Dr. Jong Lee

Thoughts On Millennials, Following Your Dreams & Career Choices In Oakland

Following Your Dreams

It’s getting real around our The Lee Accountancy Group offices these days. Our busiest time of year is definitely during “tax season”, but we are in our intense preparatory stage for it AND so are our (smarter) clients. We have no complaints, and we love our clients … but it does add some oomph to the holiday rush. And one … Read More

Dr. Jong LeeThoughts On Millennials, Following Your Dreams & Career Choices In Oakland

Dr. Jong Lee’s Thanksgiving Encouragement

Thanksgiving

This week of Thanksgiving seems like it hurtled its way towards us, and suddenly the holidays are upon us. Perhaps it’s because of the elections, maybe the weather … but for some reason, it feels very sudden. And that’s probably a good thing, because it’s our chance to take a breath as a nation, and look back. Even as we … Read More

Dr. Jong LeeDr. Jong Lee’s Thanksgiving Encouragement

A Oakland Parent’s Four Step Guide On Teaching Money Management For Kids

Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type “President Hillary Clinton”) … we’ve had eight years of President Barack Obama, and however we feel about all of it, it’s always in our interests to approach … Read More

Dr. Jong LeeA Oakland Parent’s Four Step Guide On Teaching Money Management For Kids

Dr. Jong Lee’s Breakdown of the Candidates Tax Plans

As I promised, I have some information for you about the broad strokes of the potential income and business tax policies of our candidates for President this year. It’s obviously a politically-charged issue, and so I’ve drawn from my own analysis, as well as the nonpartisan Tax Foundation. But I also hope to turn down the temperature on this issue … Read More

Dr. Jong LeeDr. Jong Lee’s Breakdown of the Candidates Tax Plans

9 Questions For Oakland Taxpayers To Consider for Tax Planning

I wanted to put this on your radar before the next few weeks, when (apparently) our nation (and perhaps even our little village of Oakland) will be going down in flames. If we are to believe either/both sides of this nasty election, if Trump/Clinton steals/wins/loses the election, then we will have chaos/civil-war/armageddon and life/politics/Facebook as we know it will be … Read More

Dr. Jong Lee9 Questions For Oakland Taxpayers To Consider for Tax Planning