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Retirement Money and Five Financial Mistakes To Avoid by Jong Lee

Retirement Money and Five Financial Mistakes To Avoid by Jong Lee

by Dr. Jong Lee, CPA | Jan 27, 2021 | Uncategorized

This is the time of year when we are normally opening up to file returns on behalf of Oakland clients, and taking a breath of “calm before the storm”.Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their...
Jong Lee’s Tax Checklist for Oakland Taxpayers

Jong Lee’s Tax Checklist for Oakland Taxpayers

by Dr. Jong Lee, CPA | Jan 20, 2021 | Uncategorized

Every year within the independent tax and accounting business community here in Oakland (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was “all people are tax people”. This year,...
Five Key Takeaways From The Second Coronavirus Relief Bill For Oakland Taxpayers

Five Key Takeaways From The Second Coronavirus Relief Bill For Oakland Taxpayers

by Dr. Jong Lee, CPA | Jan 5, 2021 | Uncategorized

Say it with me again: it’s a whole new year. 2020 is in the rearview…And 2021 is starting with some very nice treats for regular families in the clunkily-named “Coronavirus Response and Relief Supplemental Appropriations Act of 2021”, also...

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