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Jong Lee’s Guiding Principles For Teaching Kids About Money

Jong Lee’s Guiding Principles For Teaching Kids About Money

by Dr. Jong Lee, CPA | Jul 28, 2020 | Uncategorized

However you slice it, the schooling situation right now is tough, with no good options.If you are vehemently in favor of full-on school … well, compassion would dictate that you would recognize that others are having more difficulty with that, for...
A Strategy For Oakland Taxpayers With A Higher Than Expected Tax Bill

A Strategy For Oakland Taxpayers With A Higher Than Expected Tax Bill

by Dr. Jong Lee, CPA | Jul 21, 2020 | Uncategorized

Taking a look around the world these days, and where things seem to be headed…But our heads are high here at The Lee Accountancy Group because we worked our tails off for our Oakland clients this year. We helped a bunch of people save a ton on their taxes...
Reflections On The Extended Tax Season By A Local Oakland Tax Professional

Reflections On The Extended Tax Season By A Local Oakland Tax Professional

by Dr. Jong Lee, CPA | Jul 14, 2020 | Uncategorized

I remember at the end of April 2019 that I felt like it had been one of the wildest tax seasons in memory. The TCJA (“Trump Tax Code”) had thrown a ton of curveballs our way, and we were looking forward to implementing tax planning strategies for our...
The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Jong Lee

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Jong Lee

by Dr. Jong Lee, CPA | Jul 11, 2020 | Uncategorized

I’m still emotionally adjusting to the fact that we just went through 4th of July weekend … and “tax season” is STILL GOING.I’m thankful for it, because I also know that extending the deadline during this wild, intensely difficult year...
Jong Lee’s To-Do List If You Can’t Pay All Your Taxes

Jong Lee’s To-Do List If You Can’t Pay All Your Taxes

by Dr. Jong Lee, CPA | Jul 8, 2020 | Uncategorized

Some of our Oakland clients are STILL pulling their paperwork — which is understandable during this donkey of a year, and with all of the new complications.But sadly, ye olde IRS isn’t extending any payment grace in a couple weeks. (I say...

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