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A Why Estate Planning Now Take by The Lee Accountancy Group

A Why Estate Planning Now Take by The Lee Accountancy Group

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...
Tax Documentation Oakland Filers Should Keep and Why

Tax Documentation Oakland Filers Should Keep and Why

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...
How Oakland Taxpayers Can Check Their Social Security Statement and Status

How Oakland Taxpayers Can Check Their Social Security Statement and Status

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...
The Lee Accountancy Group’s Guide to The Tax Benefits of Marriage (& Drawbacks)

The Lee Accountancy Group’s Guide to The Tax Benefits of Marriage (& Drawbacks)

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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