Total Cost of College for Oakland Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

Dr. Jong LeeTotal Cost of College for Oakland Folks

Thinking Through Real Estate Investments In Oakland

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Oakland clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of the … Read More

Dr. Jong LeeThinking Through Real Estate Investments In Oakland

The Lee Accountancy Group’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Oakland area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a tax return … Read More

Dr. Jong LeeThe Lee Accountancy Group’s Guide to Estate Planning for Digital Assets

Rave Reviews

From 22 reviews M Collier 20 days ago I found myself in trouble over my misunderstanding of certain tax laws/requirements. I went to Lee Accountancy and they went a great help. Not only did they fix my tax situation, they explained everything to me in a way i could understand. … read more via   Aziz Khatri 23 days ago … Read More

Dr. Jong LeeRave Reviews

Jong Lee’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Oakland clients be wise about how they are approaching their savings and investment … Read More

Dr. Jong LeeJong Lee’s Four Common Investment Mistakes

How Oakland Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you’ve turned on the news anytime … Read More

Dr. Jong LeeHow Oakland Residents Can Donate for Dorian Relief

Tax Planning the Key to Your Dreams

As a boy, I always dreamed of having a red 1970 MGB convertible sports car like the ones seen in early James Bond movies. I would imagine myself as a secret agent riding my roadster at top speed through the curvy roads of the British countryside. Now that I can afford one, I feel like I’ve outgrown my childhood dreams. … Read More

Dr. Jong LeeTax Planning the Key to Your Dreams

Five Productivity Tips for Oakland Busy Bodies

With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More

Dr. Jong LeeFive Productivity Tips for Oakland Busy Bodies

Estate Planning For Oakland Singles

Many of our Oakland clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more to … Read More

Dr. Jong LeeEstate Planning For Oakland Singles

Three New Tax Implications for Buying or Selling a House in the Oakland Area

Sometimes real estate is more art than science. Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling. But there are a few things you should know about — whether you’re a long-time homeowner or just beginning your search. Because buying a … Read More

Dr. Jong LeeThree New Tax Implications for Buying or Selling a House in the Oakland Area