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The New U.S. Congress: What’s Ahead for Oakland Taxpayers

The New U.S. Congress: What’s Ahead for Oakland Taxpayers

by Dr. Jong Lee, CPA | Nov 30, 2022 | Uncategorized

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Oakland taxpayer. Sometimes, you’re...
Jong Lee’s Thoughts on Finding Joy In Life

Jong Lee’s Thoughts on Finding Joy In Life

by Dr. Jong Lee, CPA | Nov 22, 2022 | Uncategorized

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...
When Disaster Strikes Oakland Taxpayers: Casualty Loss Deduction

When Disaster Strikes Oakland Taxpayers: Casualty Loss Deduction

by Dr. Jong Lee, CPA | Nov 22, 2022 | Uncategorized

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Oakland clients, this is a BIG deal. As such, I’ll have more thoughts in the following weeks as things become more clear.But the...
A Tax Documentation Backup How-to for Oakland Filers

A Tax Documentation Backup How-to for Oakland Filers

by Dr. Jong Lee, CPA | Nov 15, 2022 | Uncategorized

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your Oakland precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...
Oakland Borrowers Be Wary of These Student Loan Forgiveness Scams

Oakland Borrowers Be Wary of These Student Loan Forgiveness Scams

by Dr. Jong Lee, CPA | Nov 8, 2022 | Uncategorized

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Oakland people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of its...

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