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Helping Oakland Residents Understand the Purpose of Life Insurance

Helping Oakland Residents Understand the Purpose of Life Insurance

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

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Oakland … the other part of...
Buying a House in Oakland During this Housing Shortage

Buying a House in Oakland During this Housing Shortage

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

Buying a house in Oakland right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts — and while this is admittedly not within my direct “wheelhouse” … I think it will help as we move...
Big Earned Income Tax Credit Changes for all Oakland Filers in 2021

Big Earned Income Tax Credit Changes for all Oakland Filers in 2021

by Dr. Jong Lee, CPA | Apr 13, 2021 | Uncategorized

I have to apologize to all of my Oakland clients for the sheer volume of tax-centric writing I’ve been doing the last few weeks and months.Normally, I like to write on other topics (in addition to the tax-related stuff) … but I cannot emphasize enough how...
Key Healthcare Changes From ARPA For Oakland Taxpayers

Key Healthcare Changes From ARPA For Oakland Taxpayers

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

Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made “Obamacare” (ACA) and the “Trump Tax Cuts” (TCJA) seem like junior league...

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