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Effective Financial Documentation Strategies for Oakland Taxpayers

Effective Financial Documentation Strategies for Oakland Taxpayers

by Dr. Jong Lee, CPA | Oct 27, 2020 | Uncategorized

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week…First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say.That means...
Nine Crucial Questions To Prepare Oakland Taxpayers For Their 2020 Taxes

Nine Crucial Questions To Prepare Oakland Taxpayers For Their 2020 Taxes

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

First some important reminders for all Oakland taxpayers, then I have a bunch of questions to which I’d like you to respond…Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close,...
Save On Your Taxes With Jong Lee’s Nine Tax Planning Questions

Save On Your Taxes With Jong Lee’s Nine Tax Planning Questions

by Dr. Jong Lee, CPA | Oct 20, 2020 | Uncategorized

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify — most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically...
Tax and Financial Planning for Multi-Generational Caretaking for Oakland Families

Tax and Financial Planning for Multi-Generational Caretaking for Oakland Families

by Dr. Jong Lee, CPA | Oct 6, 2020 | Uncategorized

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Oakland.Except, well, if it isn’t. With the way that 2020 has been going, we might as well emotionally prepare for that...

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