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

A Powerful Example of Tax Planning For Oakland Families And Individuals

It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the winter or early spring. But if you can take … Read More

Dr. Jong LeeA Powerful Example of Tax Planning For Oakland Families And Individuals

Two Ways Towards Making Money In Marriage Harmonious For Oakland Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they put just as much planning (if not far more) … Read More

Dr. Jong LeeTwo Ways Towards Making Money In Marriage Harmonious For Oakland Couples

Four Online Security Moves For Oakland People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in my opinion, that we never go numb to them. +++ There’s no good way to … Read More

Dr. Jong LeeFour Online Security Moves For Oakland People Right Now

Four Great Summer Tax Moves For Folks in Oakland

Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Oakland parents with multiple kids playing multiple sports among 100 other things). Before you know it and July is almost over. How does it all go by so fast? But if you can find some time … Read More

Dr. Jong LeeFour Great Summer Tax Moves For Folks in Oakland

Jong Lee’s Parents’ Guide For Telling Their Family’s Financial Story

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re probably aware, this fear of economic uncertainty causes anxiety in many … Read More

Dr. Jong LeeJong Lee’s Parents’ Guide For Telling Their Family’s Financial Story

Jong Lee’s Five Principles For Spending That Actually Produces Satisfaction

We’re all still basking in the World Champion US Women’s Soccer Team over here in the The Lee Accountancy Group offices. Pretty amazing to see so much excellence, and on behalf of our country. Here’s to hoping for continued unification within our culture in the aftermath. There’s lots of conversation about different pay scales for the men’s and women’s national … Read More

Dr. Jong LeeJong Lee’s Five Principles For Spending That Actually Produces Satisfaction

Three FAFSA Tips to Help Oakland Taxpayers Get Their High School Grads Ready for College

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about “financial independence” this time of year (yes, I like the puns) … and when I do, invariably I get contacted by a few clients (or former clients), who communicate that they are pretty dispirited about their personal situation, that anything discussing “financial independence” really … Read More

Dr. Jong LeeThree FAFSA Tips to Help Oakland Taxpayers Get Their High School Grads Ready for College

Four Ways the IRS Reform Bill Helps Oakland Taxpayers Like You (and Me)

Believe it or not, 2019 is almost halfway over (!). We’re through the summer solstice, the days get shorter from here on out, and here at Team The Lee Accountancy Group we begin to turn our eyes more directly at 2020. We’re pretty thrilled by the opportunity, because it means we get that much more time to take advantage of … Read More

Dr. Jong LeeFour Ways the IRS Reform Bill Helps Oakland Taxpayers Like You (and Me)

Tax-Smart Ways to Run a Savvy Oakland Side Hustle

I’m so old, I still remember the days when “hashtags” were only about a particular button on your phone. Yep, the world has shifted massively underfoot. You know it; we all know it. And one of the developments we’ve all seen is the proliferation of news feed gurus, ready and willing to help you start your new business — for … Read More

Dr. Jong LeeTax-Smart Ways to Run a Savvy Oakland Side Hustle