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Jong Lee’s Insights on Good Debt Vs Bad Debt

Jong Lee’s Insights on Good Debt Vs Bad Debt

by Dr. Jong Lee, CPA | Jul 28, 2021 | Uncategorized

Before I jump into outlining good debt vs bad debt for all those in Oakland trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service announced...
Jong Lee’s Tax Scams 2021 Edition: The Big 12

Jong Lee’s Tax Scams 2021 Edition: The Big 12

by Dr. Jong Lee, CPA | Jul 24, 2021 | Uncategorized

Alright, Oakland readers, before we jump into the tax scams 2021 edition, let’s circle back on some info we posted about recently … the IRS sent out a lot of moolah last week — and, if you have children, you might have received some.Note: If you received...
The Latest Advance Child Tax Credit Payment Info for Oakland Parents

The Latest Advance Child Tax Credit Payment Info for Oakland Parents

by Dr. Jong Lee, CPA | Jul 22, 2021 | Uncategorized

I normally don’t send these special bulletins, but I wanted to get this to Oakland parents ASAP.You probably heard on the news that the IRS is sending out “advance payments” of $250 – $300 per month for children.The first advance child tax...
Being Financially Independent: Planning for the Future Starts Now

Being Financially Independent: Planning for the Future Starts Now

by Dr. Jong Lee, CPA | Jul 14, 2021 | Uncategorized

I’m going to stick with last week’s theme on being financially independent because I got some nice feedback. Before I get there, a quick word about the IRS for our friends in Oakland…Per Kiplinger, as of June 25, the IRS had a backlog of 16.7...
Jong Lee’s 4 Keys For How To Gain Financial Independence

Jong Lee’s 4 Keys For How To Gain Financial Independence

by Dr. Jong Lee, CPA | Jul 7, 2021 | Uncategorized

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my Oakland clients, a weight of cultural fissure and confusion. More and more think pieces are...
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