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Credit Cards: A Money Management for Oakland Teens Tool

Credit Cards: A Money Management for Oakland Teens Tool

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...
How to Reduce Taxes in Retirement: Jong Lee’s Pro Advice

How to Reduce Taxes in Retirement: Jong Lee’s Pro Advice

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...
Retirement Contribution Tax Deductions for Oakland Filers

Retirement Contribution Tax Deductions for Oakland Filers

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...
Pros and Cons of Long-Term Care Insurance: The Lee Accountancy Group’s Guide

Pros and Cons of Long-Term Care Insurance: The Lee Accountancy Group’s Guide

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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