by Dr. Jong Lee, CPA | Feb 23, 2022 | Uncategorized
Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the The Lee Accountancy Group office. We’ve got our arms deep in the...
by Dr. Jong Lee, CPA | Feb 16, 2022 | Uncategorized
Before I get into today’s discussion on how to reduce taxes in retirement, let’s talk about the combined excitement of the Super Bowl, the Olympics, and Valentine’s Day that has swept Oakland homes and businesses the past week. A surge of football parties, hours...
by Dr. Jong Lee, CPA | Feb 15, 2022 | Uncategorized
So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. And here it is:Things at the IRS are a maelstrom of hot mess. Some very serious voices are sounding the alarm of impending disaster at the agency … and no one really...
by Dr. Jong Lee, CPA | Feb 8, 2022 | Uncategorized
Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...
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