by Dr. Jong Lee, CPA | Jun 28, 2022 | Uncategorized
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...
by Dr. Jong Lee, CPA | Jun 21, 2022 | Uncategorized
Yes, it’s true, Oakland friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or the...
by Dr. Jong Lee, CPA | Jun 14, 2022 | Uncategorized
Are you stressed? Anxious?If so, you’re not alone. As someone who is “in the trenches” with MANY Oakland families and small business owners (as well as plenty outside of our Oakland area), I’m hearing from many who are deeply struggling...
by Dr. Jong Lee, CPA | Jun 8, 2022 | Uncategorized
Memorial Day always seems to be the mark of the start of summer: school’s out, Oakland pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)… Seems strange...
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