by Dr. Jong Lee, CPA | Dec 29, 2020 | Uncategorized
These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year’s Eve and New Year’s Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively...
by Dr. Jong Lee, CPA | Dec 22, 2020 | Uncategorized
This will be a different kind of note today than I normally post.Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill.Given this cultural climate, this might rank up there with the...
by Dr. Jong Lee, CPA | Dec 15, 2020 | Uncategorized
The clock is really ticking now on 2020.But before you celebrate, please — for the love of Pete — make SURE that you are getting whatever needs doing done NOW that might affect this year’s taxes. I’ve been banging this drum the last couple...
by Dr. Jong Lee, CPA | Dec 8, 2020 | Uncategorized
Last month, I talked about [ENGBLOG]some potential moves Oakland taxpayers could make by the end of the year. I wanted to remind you of those possibilities before I get to what else I want to talk with you about… (paying off debt)Those were:Look ahead to 2021...
by Dr. Jong Lee, CPA | Dec 1, 2020 | Uncategorized
Is there such a thing any more as “conventional wisdom”?It’s a fair question to consider as we retreat further and further into our ideological silos as a society — only reading “news” from the slant that makes us feel smartest...
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